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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