Peak shares owned by Dynamic Wealth Strategies
Quarter-by-quarter ownership of Peak (DOC) shares owned by Dynamic Wealth Strategies
from 13F filings
Historical chart of Dynamic Wealth Strategies investment in Peak
Tip: Access up to 7 years of quarterly data
All positions including Peak held by Dynamic Wealth Strategies consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Peak by Dynamic Wealth Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $18k | 942 | 19.15 |
| 2025-06-30 | $17k | 942 | 17.51 |
| 2025-03-31 | $37k | 1.8k | 20.22 |
| 2024-09-30 | $39k | 1.7k | 22.83 |
| 2024-06-30 | $15k | 766 | 19.58 |
| 2024-03-31 | $14k | 766 | 18.28 |