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Disclosery

Peak Financial Management, Inc.: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Peak Financial Management, Inc. on AAPL, newest first. How the timeline and the estimate are built.

Peak Financial Management, Inc. held 25,872 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,872 shares
    Change vs previous 13F +1,959 shares

    1.72% of the 13F portfolio, value $7,486,360.

    13F-HR 0001669662-26-000003 filed by Peak Financial Management, Inc.
    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 23,913 shares
    Change vs previous 13F +5,369 shares

    1.54% of the 13F portfolio, value $6,069,102.

    13F-HR 0001669662-26-000002 filed by Peak Financial Management, Inc.
    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 18,544 shares
    Change vs previous 13F -1,012 shares

    1.3% of the 13F portfolio, value $5,041,545.

    13F-HR 0001669662-26-000001 filed by Peak Financial Management, Inc.
    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 19,556 shares
    Change vs previous 13F -1,138 shares

    1.32% of the 13F portfolio, value $4,979,759.

    13F-HR 0001085146-25-005858 filed by Peak Financial Management, Inc.
    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 20,694 shares
    Change vs previous 13F -15,284 shares

    1.21% of the 13F portfolio, value $4,245,988.

    13F-HR 0001085146-25-004089 filed by Peak Financial Management, Inc.
    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 35,978 shares
    Change vs previous 13F -3,792 shares

    2.39% of the 13F portfolio, value $7,991,901.

    13F-HR 0001085146-25-002989 filed by Peak Financial Management, Inc.
    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 39,770 shares
    Change vs previous 13F +110 shares

    2.98% of the 13F portfolio, value $9,959,415.

    13F-HR 0001085146-25-000390 filed by Peak Financial Management, Inc.
    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 39,660 shares
    Change vs previous 13F not available

    2.71% of the 13F portfolio, value $9,240,784.

    13F-HR 0001085146-24-004909 filed by Peak Financial Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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