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PEAK FINANCIAL ADVISORS LLC: MTBA position timeline

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

PEAK FINANCIAL ADVISORS LLC held 6,505 MTBA 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 6,505 shares
    Change vs previous 13F -336,545 shares

    0.13% of the 13F portfolio, value $319,200.

    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 343,050 shares
    Change vs previous 13F -31,526 shares

    7.51% of the 13F portfolio, value $16,967,246.

    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 374,576 shares
    Change vs previous 13F +75,983 shares

    8.48% of the 13F portfolio, value $18,882,393.

    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 298,593 shares
    Change vs previous 13F +16,636 shares

    7.21% of the 13F portfolio, value $15,034,136.

    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 281,957 shares
    Change vs previous 13F -87,276 shares

    7.23% of the 13F portfolio, value $14,123,233.

    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 369,233 shares
    Change vs previous 13F +8,020 shares

    9.42% of the 13F portfolio, value $18,513,354.

    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 361,213 shares
    Change vs previous 13F -33,068 shares

    9.34% of the 13F portfolio, value $17,948,665.

    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 394,281 shares
    Change vs previous 13F not available

    10.44% of the 13F portfolio, value $20,297,567.

    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).