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Disclosery

Peak Financial Management, Inc.: VWO position timeline

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

Peak Financial Management, Inc. held 17,542 VWO 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 17,542 shares
    Change vs previous 13F -612 shares

    0.24% of the 13F portfolio, value $1,047,114.

    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 18,154 shares
    Change vs previous 13F +22 shares

    0.25% of the 13F portfolio, value $981,246.

    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 18,132 shares
    Change vs previous 13F -1,128 shares

    0.25% of the 13F portfolio, value $974,798.

    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 19,260 shares
    Change vs previous 13F -1,659 shares

    0.28% of the 13F portfolio, value $1,043,558.

    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 20,919 shares
    Change vs previous 13F +184 shares

    0.29% of the 13F portfolio, value $1,034,675.

    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 20,735 shares
    Change vs previous 13F -1,837 shares

    0.28% of the 13F portfolio, value $938,485.

    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 22,572 shares
    Change vs previous 13F -437 shares

    0.3% of the 13F portfolio, value $994,082.

    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 23,009 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $1,101,003.

    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).