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Disclosery

Peak Financial Management, Inc.: IJR position timeline

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

Peak Financial Management, Inc. held 70,239 IJR 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 70,239 shares
    Change vs previous 13F +406 shares

    2.39% of the 13F portfolio, value $10,417,165.

    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 69,833 shares
    Change vs previous 13F -254 shares

    2.2% of the 13F portfolio, value $8,680,942.

    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 70,087 shares
    Change vs previous 13F +32 shares

    2.17% of the 13F portfolio, value $8,423,139.

    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 70,055 shares
    Change vs previous 13F +1,252 shares

    2.2% of the 13F portfolio, value $8,324,683.

    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 68,803 shares
    Change vs previous 13F +1,036 shares

    2.14% of the 13F portfolio, value $7,519,578.

    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 67,767 shares
    Change vs previous 13F -566 shares

    2.12% of the 13F portfolio, value $7,086,490.

    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 68,333 shares
    Change vs previous 13F +1,998 shares

    2.36% of the 13F portfolio, value $7,873,336.

    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 66,335 shares
    Change vs previous 13F not available

    2.28% of the 13F portfolio, value $7,758,650.

    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).