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Peak Financial Management, Inc.: COMT position timeline

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

Peak Financial Management, Inc. held 0 COMT shares at 2025-09-30 per its 13F-HR filed 2025-10-09.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -65,102 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-06-30
    13F 65,102 shares
    Change vs previous 13F -178,951 shares

    0.48% of the 13F portfolio, value $1,682,906.

    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).

  3. period ended2025-03-31
    13F 244,053 shares
    Change vs previous 13F -961 shares

    1.93% of the 13F portfolio, value $6,460,091.

    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).

  4. period ended2024-12-31
    13F 245,014 shares
    Change vs previous 13F +11,460 shares

    1.86% of the 13F portfolio, value $6,201,324.

    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).

  5. period ended2024-09-30
    13F 233,554 shares
    Change vs previous 13F not available

    1.78% of the 13F portfolio, value $6,051,409.

    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).