Peak shares owned by Adviser Investments
Historical chart of Adviser Investments investment in Peak
Tip: Access up to 7 years of quarterly data
All positions including Peak held by Adviser Investments consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Peak by Adviser Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $319k | 18k | 17.51 |
| 2025-03-31 | $427k | 21k | 20.22 |
| 2024-12-31 | $775k | 38k | 20.27 |
| 2024-09-30 | $875k | 38k | 22.87 |
| 2024-06-30 | $780k | 40k | 19.60 |
| 2024-03-31 | $778k | 42k | 18.75 |
| 2023-12-31 | $633k | 32k | 19.80 |
| 2023-09-30 | $600k | 33k | 18.36 |
| 2023-06-30 | $745k | 37k | 20.10 |