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Peak shares owned by Adams Wealth Management

Quarter-by-quarter ownership of Peak (DOC) shares owned by Adams Wealth Management from 13F filings

Historical chart of Adams Wealth Management investment in Peak

Tip: Access up to 7 years of quarterly data

All positions including Peak held by Adams Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Peak by Adams Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $190k 12k 16.08
2025-09-30 $220k 12k 19.15
2025-06-30 $224k 13k 17.51

More positions owned by Adams Wealth Management

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Msci Sth Kor Etf (EWY)
Spinnaker Etf Series Select Stoxx Eur (EUAD)
First Tr Exchange Traded Nasdq Cln Edge (GRID)
Vaneck Etf Trust Vaneck Vietnam (VNM)
Ishares Tr Conv Bd Etf (ICVT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA)
Schwab Strategic Tr Mortgage Backed (SMBS)
Spdr Series Trust State Street Spd (SPYM)
Select Sector Spdr Tr State Street Tec (XLK)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Kraneshares Trust Quadrtc Int Rt (IVOL)
Ishares Msci Italy Etf (EWI)

View all positions for Adams Wealth Management

Top funds holding Peak

Vanguard Group
BlackRock
State Street Corporation
Hanna Zanoni
Jpmorgan Chase & Co
Principal Financial Group
Geode Capital Management
Invesco
Charles Schwab Investment Management
Dimensional Fund Advisors
Bank of New York Mellon
Norges Bank Investment Management
Cullen Capital Management
Northern Trust
Citadel Advisors

View all funds holding Peak