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Peak shares owned by Coppell Advisory Solutions

Quarter-by-quarter ownership of Peak (DOC) shares owned by Coppell Advisory Solutions from 13F filings

Historical chart of Coppell Advisory Solutions investment in Peak

Tip: Access up to 7 years of quarterly data

All positions including Peak held by Coppell Advisory Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Peak by Coppell Advisory Solutions

Quarter filed Position value Share count Share price at filing
2025-09-30 $251k 13k 19.01
2025-06-30 $230k 13k 17.36
2025-03-31 $235k 13k 17.76
2024-12-31 $282k 14k 19.98
2024-09-30 $300k 13k 22.60

More positions owned by Coppell Advisory Solutions

Ea Series Trust Burney Us Fctr (BRNY)
Listed Fds Tr Relative Strengt (RSMV)
First Tr Exchng Traded Fd Vi Ft Vest Lad (BUFZ)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
First Tr Exchange-traded First Tr Enh New (FTSM)
Listed Fds Tr Yields For You I (YFYA)
Ssga Active Etf Tr Blackstone Senr (SRLN)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core Total Usd (IUSB)
Apple (AAPL)
Spdr Series Trust Portfolio S&p500 (SPLG)
First Tr Exchange-traded Ft Vest S&p 500 (KNG)
Broadcom (AVGO)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Coppell Advisory Solutions

Top funds holding Peak

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

View all funds holding Peak