Skip to content
Disclosery

Peak Financial Management, Inc.: ILTB position timeline

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

Peak Financial Management, Inc. held 0 ILTB 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 -52,564 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 52,564 shares
    Change vs previous 13F -121,481 shares

    0.74% of the 13F portfolio, value $2,597,759.

    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 174,045 shares
    Change vs previous 13F +2,685 shares

    2.61% of the 13F portfolio, value $8,702,292.

    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 171,360 shares
    Change vs previous 13F +2,247 shares

    2.5% of the 13F portfolio, value $8,336,689.

    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 169,113 shares
    Change vs previous 13F not available

    2.65% of the 13F portfolio, value $9,008,677.

    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).