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Disclosery

Peak Financial Management, Inc.: ACWI position timeline

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

Peak Financial Management, Inc. held 42,275 ACWI 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 42,275 shares
    Change vs previous 13F -30 shares

    1.52% of the 13F portfolio, value $6,635,978.

    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 42,305 shares
    Change vs previous 13F -764 shares

    1.49% of the 13F portfolio, value $5,853,866.

    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 43,069 shares
    Change vs previous 13F -608 shares

    1.57% of the 13F portfolio, value $6,093,959.

    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 43,677 shares
    Change vs previous 13F -1,620 shares

    1.6% of the 13F portfolio, value $6,037,954.

    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 45,297 shares
    Change vs previous 13F -699 shares

    1.66% of the 13F portfolio, value $5,825,270.

    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 45,996 shares
    Change vs previous 13F +491 shares

    1.6% of the 13F portfolio, value $5,353,495.

    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 45,505 shares
    Change vs previous 13F -430 shares

    1.6% of the 13F portfolio, value $5,346,859.

    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 45,935 shares
    Change vs previous 13F not available

    1.61% of the 13F portfolio, value $5,491,556.

    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).