Peak shares owned by Pathway Financial Advisers
Quarter-by-quarter ownership of Peak (DOC) shares owned by Pathway Financial Advisers
from 13F filings
Historical chart of Pathway Financial Advisers investment in Peak
Tip: Access up to 7 years of quarterly data
All positions including Peak held by Pathway Financial Advisers consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Peak by Pathway Financial Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $610k | 32k | 19.14 |
| 2025-06-30 | $499k | 29k | 17.51 |
| 2025-03-31 | $514k | 25k | 20.22 |
| 2024-12-31 | $411k | 20k | 20.27 |
| 2024-09-30 | $438k | 19k | 22.87 |
| 2024-06-30 | $324k | 17k | 19.58 |
| 2024-03-31 | $312k | 17k | 18.75 |
| 2023-12-31 | $293k | 15k | 19.80 |
| 2023-09-30 | $311k | 17k | 18.36 |
| 2023-03-31 | $276k | 13k | 21.95 |
| 2022-12-31 | $307k | 12k | 25.07 |
More positions owned by Pathway Financial Advisers
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