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Disclosery

Peak Financial Management, Inc.: RSP position timeline

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

Peak Financial Management, Inc. held 99,142 RSP 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 99,142 shares
    Change vs previous 13F +4,042 shares

    4.84% of the 13F portfolio, value $21,094,552.

    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 95,100 shares
    Change vs previous 13F +2,998 shares

    4.63% of the 13F portfolio, value $18,251,617.

    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 92,102 shares
    Change vs previous 13F +1,945 shares

    4.55% of the 13F portfolio, value $17,643,129.

    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 90,157 shares
    Change vs previous 13F +3,051 shares

    4.52% of the 13F portfolio, value $17,102,917.

    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 87,106 shares
    Change vs previous 13F +4,195 shares

    4.5% of the 13F portfolio, value $15,830,696.

    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 82,911 shares
    Change vs previous 13F +7,195 shares

    4.3% of the 13F portfolio, value $14,362,747.

    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 75,716 shares
    Change vs previous 13F +3,338 shares

    3.97% of the 13F portfolio, value $13,267,869.

    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 72,378 shares
    Change vs previous 13F not available

    3.81% of the 13F portfolio, value $12,967,417.

    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).