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Disclosery

Peak Financial Management, Inc.: VTV position timeline

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

Peak Financial Management, Inc. held 5,070 VTV 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 5,070 shares
    Change vs previous 13F -192 shares

    0.25% of the 13F portfolio, value $1,105,059.

    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 5,262 shares
    Change vs previous 13F -123 shares

    0.26% of the 13F portfolio, value $1,032,463.

    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 5,385 shares
    Change vs previous 13F -188 shares

    0.27% of the 13F portfolio, value $1,028,621.

    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 5,573 shares
    Change vs previous 13F -147 shares

    0.27% of the 13F portfolio, value $1,039,338.

    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 5,720 shares
    Change vs previous 13F -18 shares

    0.29% of the 13F portfolio, value $1,011,121.

    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 5,738 shares
    Change vs previous 13F -249 shares

    0.3% of the 13F portfolio, value $991,346.

    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 5,987 shares
    Change vs previous 13F -24 shares

    0.3% of the 13F portfolio, value $1,013,707.

    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 6,011 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $1,049,405.

    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).