Peak Financial Management, Inc.
Q4 2021 13F Holdings
Location
Wellesley, MA
Holdings as of
12/31/2021
Value ($000)
$308,806
Num holdings
77
Date filed
1/26/2022
Form type
13F-HR
Prev filing
10/19/2021
Next filing
4/19/2022
SEC
View on sec.gov
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2015 Q4 - RESTATEMENT
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type