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Disclosery

Peak Financial Management, Inc.: JPIB position timeline

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

Peak Financial Management, Inc. held 357,597 JPIB 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 357,597 shares
    Change vs previous 13F +13,514 shares

    3.97% of the 13F portfolio, value $17,289,837.

    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 344,083 shares
    Change vs previous 13F +31,968 shares

    4.18% of the 13F portfolio, value $16,454,067.

    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 312,115 shares
    Change vs previous 13F +10,976 shares

    3.92% of the 13F portfolio, value $15,200,026.

    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 301,139 shares
    Change vs previous 13F +12,561 shares

    3.9% of the 13F portfolio, value $14,764,892.

    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 288,578 shares
    Change vs previous 13F +5,969 shares

    3.99% of the 13F portfolio, value $14,030,663.

    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 282,609 shares
    Change vs previous 13F not available

    4.05% of the 13F portfolio, value $13,534,163.

    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).