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Peak shares owned by Journey Advisory Group

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

Historical chart of Journey Advisory Group investment in Peak

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Peak by Journey Advisory Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $487k 25k 19.15
2025-06-30 $2.9M 167k 17.51
2025-03-31 $3.4M 171k 20.22

More positions owned by Journey Advisory Group

Rio Tinto Sponsored Adr (RIO)
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Ishares Tr Core S&p Mcp Etf (IJH)
Apple (AAPL)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Procter & Gamble Company (PG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
JPMorgan Chase & Co. (JPM)
Broadcom (AVGO)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Msci Usa Min Vol (USMV)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Ishares Tr Ibonds 27 Trm Ts (IBTH)

View all positions for Journey Advisory Group

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