Peak Financial Management, Inc.
Q3 2021 13F Holdings
Location
Wellesley, MA
Holdings as of
9/30/2021
Value ($000)
$295,105
Num holdings
71
Date filed
10/19/2021
Form type
13F-HR
Prev filing
8/3/2021
Next filing
1/26/2022
SEC
View on sec.gov
Compare Q3 2021 to
2024 Q3
2024 Q2
2024 Q1
2023 Q4
2023 Q3
2023 Q2
2023 Q1
2022 Q4
2022 Q3
2022 Q2
2022 Q1
2021 Q4
2021 Q2
2021 Q1
2020 Q4
2020 Q3
2020 Q2
2020 Q1
2019 Q4
2019 Q3
2019 Q2
2019 Q1
2018 Q4
2018 Q3
2018 Q2
2018 Q1
2017 Q4
2017 Q3
2017 Q2
2017 Q1
2016 Q4
2016 Q3
2016 Q2
2015 Q4 - RESTATEMENT
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type