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Disclosery

Peak Financial Management, Inc.: VOO position timeline

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

Peak Financial Management, Inc. held 24,661 VOO 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 24,661 shares
    Change vs previous 13F -609 shares

    3.89% of the 13F portfolio, value $16,937,893.

    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 25,270 shares
    Change vs previous 13F -1,605 shares

    3.83% of the 13F portfolio, value $15,100,260.

    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 26,875 shares
    Change vs previous 13F -1,598 shares

    4.35% of the 13F portfolio, value $16,854,518.

    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 28,473 shares
    Change vs previous 13F -1,413 shares

    4.61% of the 13F portfolio, value $17,436,607.

    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 29,886 shares
    Change vs previous 13F -426 shares

    4.83% of the 13F portfolio, value $16,976,603.

    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 30,312 shares
    Change vs previous 13F -2,456 shares

    4.67% of the 13F portfolio, value $15,577,986.

    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 32,768 shares
    Change vs previous 13F -1,332 shares

    5.29% of the 13F portfolio, value $17,655,977.

    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 34,100 shares
    Change vs previous 13F not available

    5.28% of the 13F portfolio, value $17,993,943.

    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).