Skip to content
Disclosery

Peak Financial Management, Inc.: EFAV position timeline

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

Peak Financial Management, Inc. held 3,337 EFAV 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 3,337 shares
    Change vs previous 13F +407 shares

    0.07% of the 13F portfolio, value $292,748.

    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 2,930 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $267,720.

    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 2,930 shares
    Change vs previous 13F +2 shares

    0.07% of the 13F portfolio, value $252,718.

    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 2,928 shares
    Change vs previous 13F -1,542 shares

    0.07% of the 13F portfolio, value $248,448.

    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 4,470 shares
    Change vs previous 13F +2 shares

    0.11% of the 13F portfolio, value $375,788.

    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 4,468 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $348,202.

    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 4,468 shares
    Change vs previous 13F -269 shares

    0.09% of the 13F portfolio, value $315,982.

    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 4,737 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $363,373.

    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).