Skip to content
Disclosery

Peak Financial Management, Inc.: USRT position timeline

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

Peak Financial Management, Inc. held 104,740 USRT 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 104,740 shares
    Change vs previous 13F +2,171 shares

    1.6% of the 13F portfolio, value $6,960,034.

    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 102,569 shares
    Change vs previous 13F +3,778 shares

    1.54% of the 13F portfolio, value $6,071,092.

    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 98,791 shares
    Change vs previous 13F +1,753 shares

    1.45% of the 13F portfolio, value $5,627,157.

    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 97,038 shares
    Change vs previous 13F +2,320 shares

    1.51% of the 13F portfolio, value $5,698,073.

    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 94,718 shares
    Change vs previous 13F +1,440 shares

    1.52% of the 13F portfolio, value $5,357,275.

    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 93,278 shares
    Change vs previous 13F +1,671 shares

    1.61% of the 13F portfolio, value $5,372,830.

    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 91,607 shares
    Change vs previous 13F +808 shares

    1.57% of the 13F portfolio, value $5,250,026.

    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 90,799 shares
    Change vs previous 13F not available

    1.64% of the 13F portfolio, value $5,590,552.

    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).