Peak shares owned by Accurate Wealth Management
Quarter-by-quarter ownership of Peak (DOC) shares owned by Accurate Wealth Management
from 13F filings
Historical chart of Accurate Wealth Management investment in Peak
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All positions including Peak held by Accurate Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Peak by Accurate Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $197k | 11k | 18.14 |
| 2025-06-30 | $198k | 11k | 18.54 |
| 2025-03-31 | $263k | 15k | 18.16 |
| 2024-12-31 | $242k | 12k | 19.66 |
| 2024-09-30 | $244k | 11k | 22.32 |
| 2024-06-30 | $223k | 11k | 20.66 |
| 2022-12-31 | $131k | 5.0k | 26.15 |
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