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Disclosery

Peak Financial Management, Inc.: NFLT position timeline

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

Peak Financial Management, Inc. held 589,643 NFLT 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 589,643 shares
    Change vs previous 13F +27,311 shares

    3.11% of the 13F portfolio, value $13,532,307.

    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 562,332 shares
    Change vs previous 13F +50,817 shares

    3.25% of the 13F portfolio, value $12,793,056.

    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 511,515 shares
    Change vs previous 13F +30,909 shares

    3.04% of the 13F portfolio, value $11,785,320.

    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 480,606 shares
    Change vs previous 13F +177,932 shares

    2.93% of the 13F portfolio, value $11,085,185.

    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 302,674 shares
    Change vs previous 13F not available

    1.97% of the 13F portfolio, value $6,910,052.

    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).