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Disclosery

Peak Financial Management, Inc.: IEFA position timeline

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

Peak Financial Management, Inc. held 32,477 IEFA 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 32,477 shares
    Change vs previous 13F -121 shares

    0.72% of the 13F portfolio, value $3,136,706.

    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 32,598 shares
    Change vs previous 13F 0 shares

    0.75% of the 13F portfolio, value $2,951,119.

    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 32,598 shares
    Change vs previous 13F -133 shares

    0.75% of the 13F portfolio, value $2,916,239.

    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 32,731 shares
    Change vs previous 13F -2,111 shares

    0.76% of the 13F portfolio, value $2,857,815.

    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 34,842 shares
    Change vs previous 13F -169 shares

    0.83% of the 13F portfolio, value $2,908,645.

    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 35,011 shares
    Change vs previous 13F -37 shares

    0.79% of the 13F portfolio, value $2,648,624.

    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 35,048 shares
    Change vs previous 13F -928 shares

    0.74% of the 13F portfolio, value $2,463,212.

    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 35,976 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $2,807,980.

    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).