Peak Financial Management, Inc.
Q1 2023 13F Holdings
Location
Wellesley, MA
Holdings as of
3/31/2023
Value ($000)
$268,906
Num holdings
69
Date filed
4/24/2023
Form type
13F-HR
Prev filing
1/30/2023
Next filing
7/26/2023
SEC
View on sec.gov
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2015 Q4 - RESTATEMENT
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type