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Disclosery

Peak Financial Management, Inc.: SPGM position timeline

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

Peak Financial Management, Inc. held 365,097 SPGM 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 365,097 shares
    Change vs previous 13F +670 shares

    7.18% of the 13F portfolio, value $31,277,880.

    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 364,427 shares
    Change vs previous 13F -5,275 shares

    7% of the 13F portfolio, value $27,590,821.

    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 369,702 shares
    Change vs previous 13F -1,746 shares

    7.31% of the 13F portfolio, value $28,359,840.

    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 371,448 shares
    Change vs previous 13F -2,042 shares

    7.36% of the 13F portfolio, value $27,821,497.

    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 373,490 shares
    Change vs previous 13F +1,208 shares

    7.33% of the 13F portfolio, value $25,770,849.

    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 372,282 shares
    Change vs previous 13F -3,425 shares

    6.96% of the 13F portfolio, value $23,237,845.

    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 375,707 shares
    Change vs previous 13F -644 shares

    7.13% of the 13F portfolio, value $23,793,529.

    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 376,351 shares
    Change vs previous 13F not available

    7.16% of the 13F portfolio, value $24,376,282.

    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).