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PEAK FINANCIAL ADVISORS LLC: MO position timeline

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

PEAK FINANCIAL ADVISORS LLC held 9,619 MO 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 9,619 shares
    Change vs previous 13F -182 shares

    0.29% of the 13F portfolio, value $692,067.

    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 9,801 shares
    Change vs previous 13F -29 shares

    0.29% of the 13F portfolio, value $646,759.

    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 9,830 shares
    Change vs previous 13F -211 shares

    0.25% of the 13F portfolio, value $566,777.

    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 10,041 shares
    Change vs previous 13F +1 shares

    0.32% of the 13F portfolio, value $663,283.

    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 10,040 shares
    Change vs previous 13F -26 shares

    0.3% of the 13F portfolio, value $588,616.

    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 10,066 shares
    Change vs previous 13F +114 shares

    0.31% of the 13F portfolio, value $604,187.

    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 9,952 shares
    Change vs previous 13F +32 shares

    0.27% of the 13F portfolio, value $520,401.

    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 9,920 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $506,317.

    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).