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Disclosery

Peak Financial Management, Inc.: AGG position timeline

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

Peak Financial Management, Inc. held 125,149 AGG 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 125,149 shares
    Change vs previous 13F +705 shares

    2.84% of the 13F portfolio, value $12,387,297.

    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 124,444 shares
    Change vs previous 13F +6,045 shares

    3.14% of the 13F portfolio, value $12,353,594.

    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 118,399 shares
    Change vs previous 13F +2,996 shares

    3.05% of the 13F portfolio, value $11,825,762.

    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 115,403 shares
    Change vs previous 13F +2,684 shares

    3.06% of the 13F portfolio, value $11,569,151.

    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 112,719 shares
    Change vs previous 13F +1,890 shares

    3.18% of the 13F portfolio, value $11,181,747.

    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 110,829 shares
    Change vs previous 13F +1,655 shares

    3.28% of the 13F portfolio, value $10,963,292.

    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 109,174 shares
    Change vs previous 13F +2,849 shares

    3.17% of the 13F portfolio, value $10,578,994.

    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 106,325 shares
    Change vs previous 13F not available

    3.16% of the 13F portfolio, value $10,767,536.

    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).