Number of Shares
7,393
Previous 7,588 2.57%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 08, 2025

SELL
N/A
-195 Reduced 2.57%
7,393 $0
Q2 2025

Jul 07, 2025

BUY
N/A
7,588 New
7,588 $0
Q2 2024

Jul 12, 2024

BUY
N/A
558 Added 5.52%
10,667 $0
Q1 2024

Apr 12, 2024

BUY
N/A
10,109 New
10,109 $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.