Peak Financial Advisors - Portfolio Holdings by Quarter
Historical 13F-HR SEC quarterly filings for Peak Financial Advisors going back to Feb. 2, 2021
- Peak Financial Advisors 2025 Q3 - filed Oct. 8, 2025 - new!
- Peak Financial Advisors 2025 Q2 - filed July 7, 2025
- Peak Financial Advisors 2025 Q1 - filed April 10, 2025
- Peak Financial Advisors 2024 Q4 - filed Jan. 14, 2025
- Peak Financial Advisors 2024 Q3 - filed Oct. 10, 2024
- Peak Financial Advisors 2024 Q2 - filed July 12, 2024
- Peak Financial Advisors 2024 Q1 - filed April 12, 2024
- Peak Financial Advisors 2023 Q4 - filed Jan. 10, 2024
- Peak Financial Advisors 2023 Q3 - filed Oct. 10, 2023
- Peak Financial Advisors 2023 Q2 - filed July 11, 2023
- Peak Financial Advisors 2023 Q1 - filed April 19, 2023
- Peak Financial Advisors 2022 Q4 - filed Jan. 12, 2023
- Peak Financial Advisors 2022 Q3 - filed Oct. 26, 2022
- Peak Financial Advisors 2022 Q2 - filed July 14, 2022
- Peak Financial Advisors 2022 Q1 - filed April 22, 2022
- Peak Financial Advisors 2021 Q4 - filed Jan. 19, 2022
- Peak Financial Advisors 2021 Q3 - filed Oct. 12, 2021
- Peak Financial Advisors 2021 Q2 - filed July 26, 2021
- Peak Financial Advisors 2021 Q1 - filed May 11, 2021
- Peak Financial Advisors 2020 Q4 - filed Feb. 2, 2021