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Peak shares owned by Provenance Wealth Advisors

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

Historical chart of Provenance Wealth Advisors investment in Peak

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Peak by Provenance Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $183k 11k 16.08
2025-09-30 $218k 11k 19.15
2025-06-30 $200k 11k 17.51
2025-03-31 $231k 11k 20.22
2024-12-31 $231k 11k 20.27
2024-09-30 $261k 11k 22.87
2024-06-30 $223k 11k 19.60
2024-03-31 $214k 11k 18.75