Skip to content
Disclosery

Peak Financial Management, Inc.: TOTL position timeline

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

Peak Financial Management, Inc. held 32,465 TOTL 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 32,465 shares
    Change vs previous 13F -565 shares

    0.29% of the 13F portfolio, value $1,281,406.

    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 33,030 shares
    Change vs previous 13F -500 shares

    0.33% of the 13F portfolio, value $1,312,285.

    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 33,530 shares
    Change vs previous 13F -1,539 shares

    0.35% of the 13F portfolio, value $1,349,606.

    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 35,069 shares
    Change vs previous 13F -1,768 shares

    0.38% of the 13F portfolio, value $1,422,778.

    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 36,837 shares
    Change vs previous 13F -1,610 shares

    0.42% of the 13F portfolio, value $1,477,568.

    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 38,447 shares
    Change vs previous 13F -3,434 shares

    0.46% of the 13F portfolio, value $1,549,065.

    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 41,881 shares
    Change vs previous 13F +591 shares

    0.49% of the 13F portfolio, value $1,649,728.

    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 41,290 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $1,709,445.

    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).