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PEAK FINANCIAL ADVISORS LLC: INDA position timeline

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

PEAK FINANCIAL ADVISORS LLC held 76,069 INDA 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 76,069 shares
    Change vs previous 13F -9,648 shares

    1.56% of the 13F portfolio, value $3,757,070.

    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 85,717 shares
    Change vs previous 13F -28,937 shares

    1.78% of the 13F portfolio, value $4,015,005.

    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 114,654 shares
    Change vs previous 13F -341 shares

    2.78% of the 13F portfolio, value $6,197,050.

    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 114,995 shares
    Change vs previous 13F -12,922 shares

    2.87% of the 13F portfolio, value $5,986,641.

    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 127,917 shares
    Change vs previous 13F -1,357 shares

    3.65% of the 13F portfolio, value $7,122,420.

    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).

  6. period ended2025-03-31
    13F 129,274 shares
    Change vs previous 13F +5,636 shares

    3.39% of the 13F portfolio, value $6,655,027.

    13F-HR 0001843309-25-000005 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).

  7. period ended2024-12-31
    13F 123,638 shares
    Change vs previous 13F +1,491 shares

    3.39% of the 13F portfolio, value $6,508,306.

    13F-HR 0001843309-25-000002 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).

  8. period ended2024-09-30
    13F 122,147 shares
    Change vs previous 13F not available

    3.68% of the 13F portfolio, value $7,149,264.

    13F-HR 0001843309-24-000008 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).