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Disclosery

Peak Wealth Management LLC: GOVT position timeline

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

Peak Wealth Management LLC held 356,494 GOVT shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 356,494 shares
    Change vs previous 13F +36,407 shares

    5.7% of the 13F portfolio, value $8,120,933.

    13F-HR 0001951757-26-001009 filed by Peak Wealth Management LLC
    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 320,087 shares
    Change vs previous 13F +148,427 shares

    6.02% of the 13F portfolio, value $7,333,193.

    13F-HR 0001951757-26-000592 filed by Peak Wealth Management LLC
    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 171,660 shares
    Change vs previous 13F not available

    3.3% of the 13F portfolio, value $3,952,472.

    13F-HR 0001951757-26-000346 filed by Peak Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).