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Peak shares owned by New Insight Wealth Advisors

Quarter-by-quarter ownership of Peak (DOC) shares owned by New Insight Wealth Advisors from 13F filings

Historical chart of New Insight Wealth Advisors investment in Peak

Tip: Access up to 7 years of quarterly data

All positions including Peak held by New Insight Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Peak by New Insight Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $506k 31k 16.43

More positions owned by New Insight Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard World Inf Tech Etf (VGT)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Global Tech Etf (IXN)
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Fidelity Covington Trust High Divid Etf (FDVV)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Tesla Motors (TSLA)
Virtus Etf Tr Ii Kar Mid-cap Etf (KMID)
Taiwan Semiconductor Manufac Sponsored Ads (TSM)
Ishares Tr Intl Eqty Factor (INTF)

View all positions for New Insight Wealth Advisors

Top funds holding Peak

Vanguard Group
BlackRock
Vanguard Portfolio Management
State Street Corporation
Vanguard Capital Management
Hanna Zanoni
Geode Capital Management
Invesco
Principal Financial Group
Bank of New York Mellon
Morgan Stanley
Bank of America Corporation
Charles Schwab Investment Management
Dimensional Fund Advisors
FMR

View all funds holding Peak