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Disclosery

Peak Financial Management, Inc.: PHYS position timeline

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

Peak Financial Management, Inc. held 22,000 PHYS 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 22,000 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $663,740.

    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 22,000 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $779,680.

    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 22,000 shares
    Change vs previous 13F -214 shares

    0.19% of the 13F portfolio, value $726,440.

    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 22,214 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $657,979.

    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 22,214 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $563,125.

    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 22,214 shares
    Change vs previous 13F +214 shares

    0.16% of the 13F portfolio, value $534,469.

    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 22,000 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $443,080.

    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 22,000 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $448,360.

    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).