Position in MDB
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$1,564,286
New position
Shares Held
4,657
first reported quarter
Ownership
0.006%
of shares outstanding
% of Portfolio
1.25%
of 13F equity value
Holder Rank
#387
of 867 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Software - Infrastructure
Technology · as of Jun 30, 2026PEAK FINANCIAL ADVISORS LLC holds $1,564,286 across 1 Software - Infrastructure name. MDB ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MDB |
MongoDB, Inc.
This page
|
4,657 | $1,564,286 |
All Filings in MDB
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1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,564,286 | 4,657 | Shares | Sole | 2026-07-17 | |
| No filing history on record for this holder in this stock. | ||||||