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Disclosery

Peak Financial Management, Inc.: VCIT position timeline

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

Peak Financial Management, Inc. held 170,334 VCIT 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 170,334 shares
    Change vs previous 13F +4,626 shares

    3.23% of the 13F portfolio, value $14,078,180.

    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 165,708 shares
    Change vs previous 13F +11,778 shares

    3.48% of the 13F portfolio, value $13,712,353.

    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 153,930 shares
    Change vs previous 13F +6,194 shares

    3.32% of the 13F portfolio, value $12,891,693.

    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 147,736 shares
    Change vs previous 13F +4,650 shares

    3.29% of the 13F portfolio, value $12,426,149.

    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 143,086 shares
    Change vs previous 13F +5,406 shares

    3.37% of the 13F portfolio, value $11,864,712.

    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 137,680 shares
    Change vs previous 13F +5,002 shares

    3.37% of the 13F portfolio, value $11,256,784.

    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 132,678 shares
    Change vs previous 13F +9,059 shares

    3.19% of the 13F portfolio, value $10,650,109.

    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 123,619 shares
    Change vs previous 13F not available

    3.04% of the 13F portfolio, value $10,353,167.

    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).