Number of Shares
25,901
Previous 28,880 10.32%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 07, 2025

SELL
N/A
-2,979 Reduced 10.32%
25,901 $0
Q1 2025

Apr 10, 2025

BUY
N/A
396 Added 1.39%
28,880 $0
Q4 2024

Jan 14, 2025

BUY
N/A
28,484 New
28,484 $0
Track This Portfolio

Track Peak Financial Advisors LLC Portfolio

Follow Peak Financial Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Peak Financial Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Peak Financial Advisors LLC with notifications on news.