Peak Financial Management, Inc.
Holdings in CEF
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $3,513,272 | 76,709 | Shares | Sole | 2026-01-23 |
| 2025-09-30 | $2,837,567 | 77,339 | Shares | Sole | 2025-10-09 |
| 2025-06-30 | $2,327,903 | 77,339 | Shares | Sole | 2025-07-23 |
| 2025-03-31 | $2,197,200 | 77,339 | Shares | Sole | 2025-05-13 |
| 2024-12-31 | $1,834,010 | 77,189 | Shares | Sole | 2025-01-22 |
| 2024-09-30 | $1,899,199 | 77,550 | Shares | Sole | 2024-10-15 |
| 2024-06-30 | $1,709,977 | 77,550 | Shares | Sole | 2024-07-23 |
| 2024-03-31 | $1,587,537 | 78,050 | Shares | Sole | 2024-04-23 |
| 2023-12-31 | $1,494,657 | 78,050 | Shares | Sole | 2024-01-18 |
| 2023-09-30 | $1,371,484 | 79,185 | Shares | Sole | 2023-10-25 |
| 2023-06-30 | $1,431,959 | 79,465 | Shares | Sole | 2023-07-27 |
| 2023-03-31 | $1,550,620 | 82,000 | Shares | Sole | 2023-04-25 |
| 2022-12-31 | $1,472,680 | 82,135 | Shares | Sole | 2023-01-30 |
| 2022-09-30 | $1,271,664 | 81,674 | Shares | Sole | 2022-10-28 |
| 2022-06-30 | $1,468,083 | 87,282 | Shares | Sole | 2022-07-29 |
| 2022-03-31 | $1,700,633 | 87,752 | Shares | Sole | 2022-04-20 |
| 2021-12-31 | $1,618,721 | 91,247 | Shares | Sole | 2022-01-27 |
| 2021-06-30 | $1,478,167 | 79,131 | Shares | Sole | 2021-08-04 |
| 2021-03-31 | $1,391,875 | 80,131 | Shares | Sole | 2021-04-29 |
| 2020-12-31 | $1,536,312 | 79,396 | Shares | Sole | 2021-01-26 |
| 2020-09-30 | $1,549,564 | 84,491 | Shares | Sole | 2020-10-19 |
| 2020-06-30 | $1,427,897 | 84,491 | Shares | Sole | 2020-08-06 |
| 2020-03-31 | $1,417,642 | 96,966 | Shares | Sole | 2020-04-29 |