Peak shares owned by Bp Wealth Management
Historical chart of Bp Wealth Management investment in Peak
Tip: Access up to 7 years of quarterly data
All positions including Peak held by Bp Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Peak by Bp Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $289k | 15k | 19.15 |
| 2025-06-30 | $262k | 15k | 17.51 |
| 2025-03-31 | $408k | 20k | 20.22 |
| 2024-12-31 | $459k | 23k | 20.27 |
| 2024-06-30 | $525k | 27k | 19.60 |
| 2024-03-31 | $583k | 31k | 18.75 |
| 2023-12-31 | $601k | 30k | 19.80 |
| 2023-09-30 | $552k | 30k | 18.36 |
| 2023-06-30 | $663k | 33k | 20.10 |
| 2023-03-31 | $788k | 36k | 21.97 |
| 2022-12-31 | $956k | 38k | 25.07 |
| 2022-09-30 | $926k | 40k | 22.92 |
| 2022-06-30 | $886k | 34k | 25.91 |
| 2022-03-31 | $1.2M | 35k | 34.32 |
| 2021-12-31 | $1.3M | 35k | 36.08 |
| 2021-09-30 | $1.2M | 37k | 33.48 |
| 2021-06-30 | $1.2M | 37k | 33.29 |
| 2021-03-31 | $1.2M | 38k | 31.74 |
| 2020-12-31 | $1.2M | 39k | 30.22 |
| 2020-09-30 | $1.1M | 42k | 27.15 |
| 2020-06-30 | $1.2M | 45k | 27.55 |
| 2020-03-31 | $1.7M | 71k | 23.84 |
| 2019-12-31 | $2.6M | 75k | 34.47 |