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Disclosery

Peak Financial Management, Inc.: CEF position timeline

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

Peak Financial Management, Inc. held 74,831 CEF 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 74,831 shares
    Change vs previous 13F -188 shares

    0.69% of the 13F portfolio, value $3,010,451.

    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 75,019 shares
    Change vs previous 13F -1,690 shares

    0.91% of the 13F portfolio, value $3,579,907.

    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 76,709 shares
    Change vs previous 13F -630 shares

    0.91% of the 13F portfolio, value $3,513,272.

    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 77,339 shares
    Change vs previous 13F 0 shares

    0.75% of the 13F portfolio, value $2,837,568.

    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 77,339 shares
    Change vs previous 13F 0 shares

    0.66% of the 13F portfolio, value $2,327,904.

    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 77,339 shares
    Change vs previous 13F +150 shares

    0.66% of the 13F portfolio, value $2,197,201.

    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 77,189 shares
    Change vs previous 13F -361 shares

    0.55% of the 13F portfolio, value $1,834,011.

    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 77,550 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $1,899,200.

    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).