Skip to content
Disclosery

Peak Financial Management, Inc.: PG position timeline

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

Peak Financial Management, Inc. held 2,222 PG 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 2,222 shares
    Change vs previous 13F +97 shares

    0.07% of the 13F portfolio, value $325,834.

    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 2,125 shares
    Change vs previous 13F -64 shares

    0.08% of the 13F portfolio, value $307,076.

    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 2,189 shares
    Change vs previous 13F -168 shares

    0.08% of the 13F portfolio, value $313,845.

    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 2,357 shares
    Change vs previous 13F -250 shares

    0.1% of the 13F portfolio, value $362,303.

    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 2,607 shares
    Change vs previous 13F -100 shares

    0.12% of the 13F portfolio, value $415,503.

    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 2,707 shares
    Change vs previous 13F -4 shares

    0.14% of the 13F portfolio, value $461,493.

    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 2,711 shares
    Change vs previous 13F +150 shares

    0.14% of the 13F portfolio, value $454,663.

    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 2,561 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $443,734.

    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).