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Peak shares owned by Legacy Capital Wealth Partners

Quarter-by-quarter ownership of Peak (DOC) shares owned by Legacy Capital Wealth Partners from 13F filings

Historical chart of Legacy Capital Wealth Partners investment in Peak

Tip: Access up to 7 years of quarterly data

All positions including Peak held by Legacy Capital Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Peak by Legacy Capital Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $432k 23k 19.15
2024-03-31 $2.0M 95k 21.13

More positions owned by Legacy Capital Wealth Partners

Wal-Mart Stores (WMT)
J.B. Hunt Transport Services (JBHT)
Tesla Motors (TSLA)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Ishares Tr Core S&p500 Etf (IVV)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Gap (GAP)
Invesco Exchange Traded Fd T Buyback Achiev (PKW)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)
Apple (AAPL)

View all positions for Legacy Capital Wealth Partners

Top funds holding Peak

Vanguard Group
BlackRock
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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