Peak shares owned by Beacon Financial
Historical chart of Beacon Financial investment in Peak
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All positions including Peak held by Beacon Financial consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Peak by Beacon Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $317k | 17k | 19.15 |
| 2025-06-30 | $206k | 12k | 17.51 |
| 2025-03-31 | $263k | 13k | 20.22 |
| 2024-12-31 | $289k | 14k | 20.27 |
| 2024-09-30 | $386k | 17k | 22.87 |
| 2024-06-30 | $368k | 19k | 19.60 |
| 2024-03-31 | $381k | 20k | 18.75 |