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PEAK FINANCIAL ADVISORS LLC: FDX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PEAK FINANCIAL ADVISORS LLC on FDX, newest first. How the timeline and the estimate are built.

PEAK FINANCIAL ADVISORS LLC held 10,487 FDX shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,487 shares
    Change vs previous 13F +1,488 shares

    1.36% of the 13F portfolio, value $3,283,905.

    13F-HR 0001843309-26-000008 filed by PEAK FINANCIAL ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 8,999 shares
    Change vs previous 13F -135 shares

    1.42% of the 13F portfolio, value $3,205,264.

    13F-HR 0001843309-26-000006 filed by PEAK FINANCIAL ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 9,134 shares
    Change vs previous 13F +6,141 shares

    1.19% of the 13F portfolio, value $2,638,447.

    13F-HR 0001843309-26-000002 filed by PEAK FINANCIAL ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 2,993 shares
    Change vs previous 13F +823 shares

    0.34% of the 13F portfolio, value $705,779.

    13F-HR 0001843309-25-000012 filed by PEAK FINANCIAL ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 2,170 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $493,263.

    13F-HR 0001843309-25-000007 filed by PEAK FINANCIAL ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).