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Disclosery

Peak Financial Management, Inc.: RPV position timeline

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

Peak Financial Management, Inc. held 106,190 RPV 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 106,190 shares
    Change vs previous 13F +733 shares

    2.78% of the 13F portfolio, value $12,086,649.

    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 105,457 shares
    Change vs previous 13F +2,350 shares

    2.88% of the 13F portfolio, value $11,325,130.

    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 103,107 shares
    Change vs previous 13F +100 shares

    2.75% of the 13F portfolio, value $10,657,185.

    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 103,007 shares
    Change vs previous 13F +200 shares

    2.71% of the 13F portfolio, value $10,236,874.

    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 102,807 shares
    Change vs previous 13F -1,075 shares

    2.74% of the 13F portfolio, value $9,639,273.

    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 103,882 shares
    Change vs previous 13F +2,841 shares

    2.87% of the 13F portfolio, value $9,593,591.

    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 101,041 shares
    Change vs previous 13F +290 shares

    2.73% of the 13F portfolio, value $9,114,989.

    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 100,751 shares
    Change vs previous 13F not available

    2.63% of the 13F portfolio, value $8,958,799.

    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).