Peak shares owned by Aspen Wealth Strategies
Historical chart of Aspen Wealth Strategies investment in Peak
Tip: Access up to 7 years of quarterly data
All positions including Peak held by Aspen Wealth Strategies consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Peak by Aspen Wealth Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $318k | 17k | 19.15 |
| 2025-06-30 | $262k | 15k | 17.51 |
| 2025-03-31 | $278k | 14k | 20.22 |
| 2024-12-31 | $270k | 13k | 20.27 |
| 2024-09-30 | $314k | 14k | 22.87 |
| 2024-06-30 | $301k | 14k | 21.14 |
| 2024-03-31 | $247k | 13k | 18.75 |