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Peak shares owned by Cypress Wealth Services

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

Historical chart of Cypress Wealth Services investment in Peak

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Peak by Cypress Wealth Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $267k 17k 16.08
2025-09-30 $434k 23k 19.15

More positions owned by Cypress Wealth Services

Apple (AAPL)
Spdr Series Trust State Street Spd (SPYM)
Ishares Tr Core S&p500 Etf (IVV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard World Mega Grwth Ind (MGK)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
NVIDIA Corporation (NVDA)

View all positions for Cypress Wealth Services

Top funds holding Peak

Vanguard Group
BlackRock
State Street Corporation
Hanna Zanoni
Jpmorgan Chase & Co
Principal Financial Group
Geode Capital Management
Invesco
Charles Schwab Investment Management
Dimensional Fund Advisors
Bank of New York Mellon
Norges Bank Investment Management
Cullen Capital Management
Northern Trust
Citadel Advisors

View all funds holding Peak