Peak Financial Management, Inc.
Position in SDCI — USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund
CIK 1669662
WELLESLEY, MA
Position in SDCI
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$10,280,975
+$2,222,666 QoQ
Shares Held
377,422
+3.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
10.30%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SDCI Over Time
Shares Held
Position Value (USD)
All Filings in SDCI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,280,975 | 377,422 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $8,058,309 | 365,788 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $7,969,707 | 346,509 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $5,072,378 | 234,290 | Shares | Sole | 2025-07-23 | |
| No filing history on record for this holder in this stock. | ||||||