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PEAK FINANCIAL ADVISORS LLC: MRP position timeline

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

PEAK FINANCIAL ADVISORS LLC held 14,653 MRP 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 14,653 shares
    Change vs previous 13F +310 shares

    0.18% of the 13F portfolio, value $440,335.

    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 14,343 shares
    Change vs previous 13F +722 shares

    0.18% of the 13F portfolio, value $401,604.

    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 13,621 shares
    Change vs previous 13F +1,373 shares

    0.18% of the 13F portfolio, value $406,859.

    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 12,248 shares
    Change vs previous 13F +771 shares

    0.2% of the 13F portfolio, value $411,655.

    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 11,477 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $327,209.

    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).