Position in MC
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$551,032
+$71,035 QoQ
Shares Held
8,423
+0.0% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#212
of 391 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MC Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026PEAK FINANCIAL ADVISORS LLC holds $3,403,101 across 3 Capital Markets names. MC ranks #3 (16.2% of the industry book) .
All Filings in MC
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $551,032 | 8,423 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $479,997 | 8,421 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $584,771 | 8,507 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $626,118 | 8,779 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $549,288 | 8,814 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $499,970 | 8,567 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $617,858 | 8,363 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $582,129 | 8,497 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $497,468 | 8,749 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $494,750 | 8,715 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $475,421 | 8,470 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $345,244 | 7,650 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $294,165 | 6,488 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $244,709 | 6,366 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $245,261 | 6,392 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $233,660 | 6,911 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $320,977 | 8,157 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $507,811 | 10,816 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $678,796 | 10,859 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $637,013 | 10,296 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $557,806 | 9,805 | Shares | Sole | 2021-07-26 | |
| No filing history on record for this holder in this stock. | ||||||