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Disclosery

Peak Financial Management, Inc.: MSFT position timeline

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

Peak Financial Management, Inc. held 3,010 MSFT 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 3,010 shares
    Change vs previous 13F +1 shares

    0.26% of the 13F portfolio, value $1,122,880.

    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 3,009 shares
    Change vs previous 13F -1,429 shares

    0.28% of the 13F portfolio, value $1,114,035.

    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 4,438 shares
    Change vs previous 13F +800 shares

    0.55% of the 13F portfolio, value $2,146,663.

    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 3,638 shares
    Change vs previous 13F +55 shares

    0.5% of the 13F portfolio, value $1,884,379.

    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 3,583 shares
    Change vs previous 13F +591 shares

    0.51% of the 13F portfolio, value $1,782,220.

    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 2,992 shares
    Change vs previous 13F -230 shares

    0.34% of the 13F portfolio, value $1,123,484.

    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 3,222 shares
    Change vs previous 13F +80 shares

    0.41% of the 13F portfolio, value $1,358,347.

    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 3,142 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $1,352,213.

    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).