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Disclosery

Peak Financial Management, Inc.: TIP position timeline

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

Peak Financial Management, Inc. held 21,410 TIP 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 21,410 shares
    Change vs previous 13F +406 shares

    0.54% of the 13F portfolio, value $2,342,909.

    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 21,004 shares
    Change vs previous 13F -414 shares

    0.59% of the 13F portfolio, value $2,318,070.

    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 21,418 shares
    Change vs previous 13F +76 shares

    0.61% of the 13F portfolio, value $2,354,121.

    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 21,342 shares
    Change vs previous 13F -5,122 shares

    0.63% of the 13F portfolio, value $2,373,766.

    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 26,464 shares
    Change vs previous 13F -8,354 shares

    0.83% of the 13F portfolio, value $2,912,110.

    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 34,818 shares
    Change vs previous 13F +751 shares

    1.16% of the 13F portfolio, value $3,868,010.

    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 34,067 shares
    Change vs previous 13F +397 shares

    1.09% of the 13F portfolio, value $3,629,880.

    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 33,670 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $3,719,631.

    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).