Peak shares owned by Wealth Enhancement Advisory Services
Quarter-by-quarter ownership of Peak (DOC) shares owned by Wealth Enhancement Advisory Services
from 13F filings
Historical chart of Wealth Enhancement Advisory Services investment in Peak
Tip: Access up to 7 years of quarterly data
All positions including Peak held by Wealth Enhancement Advisory Services consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Peak by Wealth Enhancement Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.8M | 515k | 19.14 |
| 2025-06-30 | $9.6M | 529k | 18.22 |
| 2025-03-31 | $7.0M | 348k | 20.22 |
| 2024-12-31 | $7.1M | 350k | 20.27 |
| 2024-06-30 | $5.3M | 268k | 19.60 |
| 2024-03-31 | $1.6M | 87k | 18.75 |
| 2023-12-31 | $1.3M | 65k | 19.80 |
| 2023-09-30 | $1.1M | 61k | 18.36 |
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