Skip to content
Disclosery

Peak Financial Management, Inc.: ITOT position timeline

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

Peak Financial Management, Inc. held 16,407 ITOT 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 16,407 shares
    Change vs previous 13F +316 shares

    0.62% of the 13F portfolio, value $2,695,278.

    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 16,091 shares
    Change vs previous 13F -899 shares

    0.58% of the 13F portfolio, value $2,291,935.

    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 16,990 shares
    Change vs previous 13F -181 shares

    0.65% of the 13F portfolio, value $2,526,354.

    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 17,171 shares
    Change vs previous 13F +82 shares

    0.66% of the 13F portfolio, value $2,501,056.

    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 17,089 shares
    Change vs previous 13F +26 shares

    0.66% of the 13F portfolio, value $2,307,775.

    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 17,063 shares
    Change vs previous 13F +40 shares

    0.62% of the 13F portfolio, value $2,081,860.

    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 17,023 shares
    Change vs previous 13F -130 shares

    0.66% of the 13F portfolio, value $2,189,517.

    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 17,153 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $2,154,824.

    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).