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Disclosery

Peak Financial Management, Inc.: VTI position timeline

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

Peak Financial Management, Inc. held 91,750 VTI 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 91,750 shares
    Change vs previous 13F -777 shares

    7.8% of the 13F portfolio, value $33,951,516.

    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 92,527 shares
    Change vs previous 13F -568 shares

    7.54% of the 13F portfolio, value $29,683,667.

    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 93,095 shares
    Change vs previous 13F -2,138 shares

    8.05% of the 13F portfolio, value $31,212,279.

    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 95,233 shares
    Change vs previous 13F -3,138 shares

    8.26% of the 13F portfolio, value $31,252,714.

    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 98,371 shares
    Change vs previous 13F -1,245 shares

    8.5% of the 13F portfolio, value $29,898,018.

    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 99,616 shares
    Change vs previous 13F -1,412 shares

    8.2% of the 13F portfolio, value $27,378,570.

    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 101,028 shares
    Change vs previous 13F -818 shares

    8.77% of the 13F portfolio, value $29,279,196.

    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 101,846 shares
    Change vs previous 13F not available

    8.47% of the 13F portfolio, value $28,838,715.

    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).