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Peak shares owned by Bp Wealth Management

Quarter-by-quarter ownership of Peak (DOC) shares owned by Bp Wealth Management from 13F filings

Historical chart of Bp Wealth Management investment in Peak

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All positions including Peak held by Bp Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly 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