Peak Financial Management, Inc.
CIK
0001669662
City
WELLESLEY
State / Country
MA
Holdings in GLTR
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $14,883,795 | 72,392 | Shares | Sole | 2026-01-23 |
| 2025-09-30 | $12,245,119 | 74,011 | Shares | Sole | 2025-10-09 |
| 2025-06-30 | $10,351,717 | 74,931 | Shares | Sole | 2025-07-23 |
| 2025-03-31 | $10,049,072 | 77,617 | Shares | Sole | 2025-05-13 |
| 2024-12-31 | $8,516,637 | 77,565 | Shares | Sole | 2025-01-22 |
| 2024-09-30 | $8,840,585 | 78,035 | Shares | Sole | 2024-10-15 |
| 2024-06-30 | $8,065,805 | 78,324 | Shares | Sole | 2024-07-23 |
| 2024-03-31 | $7,497,705 | 78,510 | Shares | Sole | 2024-04-23 |
| 2023-12-31 | $6,999,711 | 76,903 | Shares | Sole | 2024-01-18 |
| 2023-09-30 | $6,679,322 | 79,374 | Shares | Sole | 2023-10-25 |
| 2023-06-30 | $6,569,033 | 75,715 | Shares | Sole | 2023-07-27 |
| 2023-03-31 | $6,770,244 | 74,227 | Shares | Sole | 2023-04-25 |
| 2022-12-31 | $6,469,085 | 72,499 | Shares | Sole | 2023-01-30 |
| 2022-09-30 | $6,092,781 | 75,099 | Shares | Sole | 2022-10-28 |
| 2022-06-30 | $6,163,471 | 72,231 | Shares | Sole | 2022-07-29 |
| 2022-03-31 | $6,612,417 | 68,822 | Shares | Sole | 2022-04-20 |
| 2021-12-31 | $5,997,711 | 67,051 | Shares | Sole | 2022-01-27 |
| 2021-09-30 | $5,730,655 | 66,281 | Shares | Sole | 2021-10-19 |
| 2021-06-30 | $6,186,495 | 64,142 | Shares | Sole | 2021-08-04 |
| 2021-03-31 | $5,669,365 | 61,178 | Shares | Sole | 2021-04-29 |
| 2020-12-31 | $5,943,530 | 60,066 | Shares | Sole | 2021-01-26 |
| 2020-09-30 | $5,436,901 | 57,864 | Shares | Sole | 2020-10-19 |
| 2020-06-30 | $4,785,350 | 57,289 | Shares | Sole | 2020-08-06 |
| 2020-03-31 | $4,970,418 | 66,184 | Shares | Sole | 2020-04-29 |