Peak shares owned by Arete Wealth Advisors
Historical chart of Arete Wealth Advisors investment in Peak
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Quarterly reported holdings in Peak by Arete Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $478k | 29k | 16.44 |
| 2025-12-31 | $426k | 27k | 16.07 |
| 2025-09-30 | $556k | 29k | 19.14 |
| 2025-06-30 | $509k | 29k | 17.50 |
| 2025-03-31 | $532k | 26k | 20.21 |
| 2024-12-31 | $506k | 25k | 20.22 |
| 2024-09-30 | $456k | 20k | 22.75 |
| 2024-03-31 | $418k | 22k | 18.75 |
| 2023-12-31 | $282k | 14k | 19.80 |
| 2023-09-30 | $252k | 14k | 18.36 |
| 2023-06-30 | $272k | 14k | 20.11 |
| 2023-03-31 | $269k | 12k | 21.97 |
| 2022-03-31 | $202k | 5.9k | 34.38 |