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Disclosery

Peak Financial Management, Inc.: SPEM position timeline

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

Peak Financial Management, Inc. held 264,218 SPEM 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 264,218 shares
    Change vs previous 13F +2,962 shares

    3.14% of the 13F portfolio, value $13,681,219.

    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 261,256 shares
    Change vs previous 13F +1,245 shares

    3.11% of the 13F portfolio, value $12,255,559.

    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 260,011 shares
    Change vs previous 13F +830 shares

    3.14% of the 13F portfolio, value $12,171,155.

    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 259,181 shares
    Change vs previous 13F +5,581 shares

    3.21% of the 13F portfolio, value $12,132,275.

    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 253,600 shares
    Change vs previous 13F +636 shares

    3.08% of the 13F portfolio, value $10,838,876.

    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 252,964 shares
    Change vs previous 13F +9,246 shares

    2.98% of the 13F portfolio, value $9,959,207.

    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 243,718 shares
    Change vs previous 13F +6,997 shares

    2.8% of the 13F portfolio, value $9,351,479.

    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 236,721 shares
    Change vs previous 13F not available

    2.87% of the 13F portfolio, value $9,771,871.

    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).