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CIK 0001669662 • 7 13F filings • May 13, 2025 – Oct 16, 2026
Import this data to Google Sheets with:
=jivedata("peak-financial-management-inc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| 13F-HR |
| 0001085146-25-005858 |
| $378.3M |
| View |
| Jul 20, 2026 | Q2 2026 | 13F-HR | 0001669662-26-000003 | $435.5M | View |
| Jul 23, 2025 | Q2 2025 | 13F-HR | 0001085146-25-004089 | $351.6M | View |
| Apr 28, 2026 | Q1 2026 | 13F-HR | 0001669662-26-000002 | $393.9M | View |
| May 13, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002989 | $333.9M | View |