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Peak shares owned by Future Financial Wealth Managment

Quarter-by-quarter ownership of Peak (DOC) shares owned by Future Financial Wealth Managment from 13F filings

Historical chart of Future Financial Wealth Managment investment in Peak

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All positions including Peak held by Future Financial Wealth Managment consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Peak by Future Financial Wealth Managment

Quarter filed Position value Share count Share price at filing
2025-09-30 $134k 7.0k 19.15
2025-06-30 $26k 1.5k 17.51
2025-03-31 $30k 1.5k 20.22

More positions owned by Future Financial Wealth Managment

Invesco Nasdaq 100 Etf Etf (QQQM)
Vanguard S&p 500 Etf Etf (VOO)
Janus Henderson Aaa Clo Etf Etf (JAAA)
Capital Group Dividend Value Etf Etf (CGDV)
Ishares Russell Top 200 Growth Etf Etf (IWY)
T. Rowe Price U.s. Equity Research Etf Etf (TSPA)
Ishares Currency Hedged Msci Eafe Etf Etf (HEFA)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Procter And Gamble Stock (PG)
Virtus Infracap U.s. Preferred Stock Etf Etf (PFFA)
Jpmorgan Income Etf Etf (JPIE)
Ishares 0-5 Year High Yield Corporate Bond Etf Etf (SHYG)
Fidelity Total Bond Etf Etf (FBND)
Alphabet Inc Cap Stk Cl C Stock (GOOG)
Technology Select Sector Spdr Fund Etf (XLK)

View all positions for Future Financial Wealth Managment

Top funds holding Peak

Vanguard Group
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Dimensional Fund Advisors
Northern Trust
Ubs Global Asset Management Americas

View all funds holding Peak