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Disclosery

Peak Financial Management, Inc.: GLTR position timeline

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

Peak Financial Management, Inc. held 62,781 GLTR 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 62,781 shares
    Change vs previous 13F +924 shares

    2.61% of the 13F portfolio, value $11,372,878.

    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 61,857 shares
    Change vs previous 13F -10,535 shares

    3.43% of the 13F portfolio, value $13,529,363.

    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 72,392 shares
    Change vs previous 13F -1,619 shares

    3.84% of the 13F portfolio, value $14,883,795.

    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 74,011 shares
    Change vs previous 13F -920 shares

    3.24% of the 13F portfolio, value $12,245,120.

    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 74,931 shares
    Change vs previous 13F -2,686 shares

    2.94% of the 13F portfolio, value $10,351,718.

    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 77,617 shares
    Change vs previous 13F +52 shares

    3.01% of the 13F portfolio, value $10,049,073.

    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 77,565 shares
    Change vs previous 13F -470 shares

    2.55% of the 13F portfolio, value $8,516,637.

    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 78,035 shares
    Change vs previous 13F not available

    2.6% of the 13F portfolio, value $8,840,585.

    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).