Peak Financial Management, Inc.
Q3 2022 13F Holdings
Location
Wellesley, MA
Holdings as of
9/30/2022
Value ($000)
$239,838
Num holdings
66
Date filed
10/28/2022
Form type
13F-HR
Prev filing
7/28/2022
Next filing
1/30/2023
SEC
View on sec.gov
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2015 Q4 - RESTATEMENT
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type