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Peak shares owned by Goldstone Financial Group

Quarter-by-quarter ownership of Peak (DOC) shares owned by Goldstone Financial Group from 13F filings

Historical chart of Goldstone Financial Group investment in Peak

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All positions including Peak held by Goldstone Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Peak by Goldstone Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $212k 9.3k 22.87

More positions owned by Goldstone Financial Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Portfolio Ln Cor (SPLB)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Core S&p Us Gwt (IUSG)
Vanguard Bd Index Fds Intermed Term (BIV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Schwab Strategic Tr Fundamental Us S (FNDA)

View all positions for Goldstone Financial Group

Top funds holding Peak

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Invesco
Cohen & Steers Capital Management
Geode Capital Management
Hanna Zanoni
Morgan Stanley
Centersquare Investment Management
Dimensional Fund Advisors
Charles Schwab Investment Management
Cullen Capital Management
Deutsche Bank Aktiengesellschaft

View all funds holding Peak