PEAK FINANCIAL ADVISORS LLC: TRGP position timeline

PEAK FINANCIAL ADVISORS LLC held 0 TRGP 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 0 shares

   Change vs previous 13F -14,038 shares

   13F-HR 0001843309-26-000008 filed by PEAK FINANCIAL ADVISORS LLC
   Filed 2026-07-17 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 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 ended2026-03-31

   13F 14,038 shares

   Change vs previous 13F -63 shares

   1.56% of the 13F portfolio, value $3,519,798.

   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).

3. period ended2025-12-31

   13F 14,101 shares

   Change vs previous 13F +9,712 shares

   1.17% of the 13F portfolio, value $2,601,635.

   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).

4. period ended2025-09-30

   13F 4,389 shares

   Change vs previous 13F +2,012 shares

   0.35% of the 13F portfolio, value $735,333.

   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).

5. period ended2025-06-30

   13F 2,377 shares

   Change vs previous 13F not available

   0.21% of the 13F portfolio, value $413,788.

   13F-HR 0001843309-25-000007 filed by PEAK FINANCIAL ADVISORS LLC
   Filed 2025-07-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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