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Peak shares owned by Aegis Wealth Management

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

Historical chart of Aegis Wealth Management investment in Peak

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Peak by Aegis Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $243k 13k 19.15

More positions owned by Aegis Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Short Treas Bd (SHV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Russell 2000 Etf (IWM)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Apple (AAPL)

View all positions for Aegis Wealth Management

Top funds holding Peak

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Invesco
Centersquare Investment Management
Morgan Stanley
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Cullen Capital Management
Dimensional Fund Advisors
Northern Trust
Ubs Global Asset Management Americas

View all funds holding Peak