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Peak shares owned by Symphony Financial

Quarter-by-quarter ownership of Peak (DOC) shares owned by Symphony Financial from 13F filings

Historical chart of Symphony Financial investment in Peak

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All positions including Peak held by Symphony Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Peak by Symphony Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $603k 32k 19.01
2025-06-30 $526k 26k 20.46
2024-12-31 $307k 15k 21.01
2024-09-30 $274k 12k 22.64