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Peak shares owned by Beacon Financial

Quarter-by-quarter ownership of Peak (DOC) shares owned by Beacon Financial from 13F filings

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
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

More positions owned by Beacon Financial

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Wisdomtree Tr Us Qtly Div Grt (DGRW)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
First Tr Morningstar Divid L SHS (FDL)
Blackrock Etf Trust Int Dividend Etf
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr TRS FLT RT BD (TFLO)
First Tr Value Line Divid In SHS (FVD)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Ishares Tr Core S&p Ttl Stk (ITOT)
Blackrock Etf Trust Ishares Us Equit (DYNF)

View all positions for Beacon Financial

Top funds holding Peak

Vanguard Group
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Invesco
Geode Capital Management
Principal Financial Group
Hanna Zanoni
Morgan Stanley
Centersquare Investment Management
Legal & General Group
Northern Trust
Dimensional Fund Advisors
Charles Schwab Investment Management
Cullen Capital Management

View all funds holding Peak