PEAK FINANCIAL ADVISORS LLC: PM position timeline

PEAK FINANCIAL ADVISORS LLC held 0 PM shares at 2026-03-31 per its 13F-HR filed 2026-04-22.

the latest 13F is the newest step

1. period ended2026-03-31

   13F 0 shares

   Change vs previous 13F -3,930 shares

   13F-HR 0001843309-26-000006 filed by PEAK FINANCIAL ADVISORS LLC
   Filed 2026-04-22 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-12-31

   13F 3,930 shares

   Change vs previous 13F -10,571 shares

   0.28% of the 13F portfolio, value $630,372.

   13F-HR 0001843309-26-000002 filed by PEAK FINANCIAL ADVISORS LLC
   Filed 2026-01-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

3. period ended2025-09-30

   13F 14,501 shares

   Change vs previous 13F +14,501 shares

   1.13% of the 13F portfolio, value $2,352,062.

   13F-HR 0001843309-25-000012 filed by PEAK FINANCIAL ADVISORS LLC
   Filed 2025-10-08 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

4. period ended2025-03-31

   13F 0 shares

   Change vs previous 13F -23,620 shares

   13F-HR 0001843309-25-000005 filed by PEAK FINANCIAL ADVISORS LLC
   Filed 2025-04-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

   Exited: the 13F for this period no longer lists the position.

5. period ended2024-12-31

   13F 23,620 shares

   Change vs previous 13F not available

   1.48% of the 13F portfolio, value $2,842,667.

   13F-HR 0001843309-25-000002 filed by PEAK FINANCIAL ADVISORS LLC
   Filed 2025-01-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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