Peak Financial Management, Inc.ETFConcentrated long-term

CIK: 0001669662 | WELLESLEY, MA

Q2 2026 vs Q3 2026 Comparison Profile

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q3 2026	13F-HR	116	$441.2M	2026-10-16	SEC ↗
Q2 2026	13F-HR	114	$435.5M	2026-07-20	SEC ↗
Q1 2026	13F-HR	100	$393.9M	2026-04-28	SEC ↗
Q4 2025	13F-HR	98	$387.7M	2026-01-23	SEC ↗
Q3 2025	13F-HR	101	$378.3M	2025-10-09	SEC ↗
Q2 2025	13F-HR	95	$351.6M	2025-07-23	SEC ↗
Q1 2025	13F-HR	97	$333.9M	2025-05-13	SEC ↗
Q4 2024	13F-HR	96	$333.9M	2025-01-22	SEC ↗
Q3 2024	13F-HR	98	$340.6M	2024-10-15	SEC ↗
Q2 2024	13F-HR	94	$319.5M	2024-07-23	SEC ↗
Q1 2024	13F-HR	96	$315.5M	2024-04-23	SEC ↗
Q4 2023	13F-HR	85	$297.7M	2024-01-18	SEC ↗
Q3 2023	13F-HR	72	$274.9M	2023-10-25	SEC ↗
Q2 2023	13F-HR	78	$280.8M	2023-07-27	SEC ↗
Q1 2023	13F-HR	69	$268.9M	2023-04-25	SEC ↗
Q4 2022	13F-HR	71	$254.3M	2023-01-30	SEC ↗
Q3 2022	13F-HR	66	$9.8M	2022-10-28	SEC ↗
Q2 2022	13F-HR	66	$8.4M	2022-07-29	SEC ↗
Q1 2022	13F-HR	75	$9.4M	2022-04-20	SEC ↗
Q4 2021	13F-HR	77	$8.4M	2022-01-27	SEC ↗
Q3 2021	13F-HR	71	$7.7M	2021-10-19	SEC ↗
Q2 2021	13F-HR	71	$8.4M	2021-08-04	SEC ↗
Q1 2021	13F-HR	73	$7.5M	2021-04-29	SEC ↗
Q4 2020	13F-HR	66	$7.5M	2021-01-26	SEC ↗
Q3 2020	13F-HR	59	$6.4M	2020-10-19	SEC ↗
Q2 2020	13F-HR	54	$5.4M	2020-08-06	SEC ↗
Q1 2020	13F-HR	52	$5.6M	2020-04-29	SEC ↗
Q4 2019	13F-HR	56	$8.4M	2020-01-31	SEC ↗
Q3 2019	13F-HR	56	$6.9M	2019-10-29	SEC ↗
Q2 2019	13F-HR	56	$6.8M	2019-08-01	SEC ↗
Q1 2019	13F-HR	57	$6.5M	2019-05-01	SEC ↗
Q4 2018	13F-HR	54	$6.7M	2019-01-30	SEC ↗
Q3 2018	13F-HR	51	$439.2K	2018-11-06	SEC ↗
Q2 2018	13F-HR	51	$707.1K	2018-07-19	SEC ↗
Q1 2018	13F-HR	47	$210.3K	2018-05-08	SEC ↗
Q4 2017	13F-HR	49	$263.9K	2018-02-08	SEC ↗
Q3 2017	13F-HR	46	$259.3K	2017-10-30	SEC ↗
Q2 2017	13F-HR	47	$486.2K	2017-08-14	SEC ↗
Q1 2017	13F-HR	45	$557.3K	2017-05-15	SEC ↗
Q4 2016	13F-HR	40	$17.3M	2017-02-15	SEC ↗
Q3 2016	13F-HR	30	$16.5M	2016-12-16	SEC ↗
Q2 2016	13F-HR	34	$16.1M	2016-08-15	SEC ↗
Q4 2015Amended	13F-HR/A	38	$236.5K	2016-04-06	SEC ↗