IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Peak Financial Advisors LLCCoreConcentrated trader

CIK: 0001843309 | DENVER, CO

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR78$231.9M2026-10-28SEC ↗
Q2 2026
13F-HR78$241.5M2026-07-17SEC ↗
Q1 2026
13F-HR70$225.9M2026-04-22SEC ↗
Q4 2025
13F-HR87$222.6M2026-01-12SEC ↗
Q3 2025
13F-HR85$208.4M2025-10-08SEC ↗
Q2 2025
13F-HR87$195.3M2025-07-07SEC ↗
Q1 2025
13F-HR72$196.5M2025-04-10SEC ↗
Q4 2024
13F-HR74$192.3M2025-01-14SEC ↗
Q3 2024
13F-HR74$194.5M2024-10-10SEC ↗
Q2 2024
13F-HR72$174.3M2024-07-12SEC ↗
Q1 2024
13F-HR68$164.2M2024-04-12SEC ↗
Q4 2023
13F-HR71$149.6M2024-01-10SEC ↗
Q3 2023
13F-HR52$92.5M2023-10-10SEC ↗
Q2 2023
13F-HR68$127.4M2023-07-11SEC ↗
Q1 2023
13F-HR63$118.4M2023-04-19SEC ↗
Q4 2022
13F-HR66$109.7M2023-01-12SEC ↗
Q3 2022
13F-HR58$4.3M2022-10-26SEC ↗
Q2 2022
13F-HR65$5.4M2022-07-14SEC ↗
Q1 2022
13F-HR77$6.9M2022-04-22SEC ↗
Q4 2021
13F-HR78$15.3M2022-01-19SEC ↗
Q3 2021
13F-HR68$8.9M2021-10-12SEC ↗
Q2 2021
13F-HR71$10.4M2021-07-26SEC ↗
Q1 2021
13F-HR70$6.7M2021-05-11SEC ↗
Q4 2020
13F-HR54$7.7M2021-02-02SEC ↗