Peak Financial Management, Inc.
Q2 2026 13F Holdings
Location
Wellesley, MA
Holdings as of
6/30/2026
Value ($000)
$435,534
Num holdings
114
Date filed
7/20/2026
Form type
13F-HR
Prev filing
4/28/2026
Next filing
SEC
View on sec.gov
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2015 Q4 - RESTATEMENT
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type