Peak shares owned by SFMG Wealth Advisors
Historical chart of SFMG Wealth Advisors investment in Peak
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All positions including Peak held by SFMG Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Peak by SFMG Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.9M | 152k | 19.15 |
| 2025-06-30 | $2.6M | 146k | 17.51 |
| 2025-03-31 | $2.6M | 127k | 20.22 |
| 2024-12-31 | $2.1M | 103k | 20.27 |
| 2024-09-30 | $2.2M | 98k | 22.87 |
| 2024-06-30 | $1.8M | 94k | 19.60 |
| 2024-03-31 | $3.3M | 175k | 18.75 |
| 2023-12-31 | $579k | 29k | 19.80 |