• 13F History

Peak Capital Management LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 14, 2025
Signature - Title
Bayard Dodge - Chief Compliance Officer
Location
Greenwood Village, CO
Summary
This page shows a list of all the recent 13F filings made by Peak Capital Management LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Peak Capital Management LLC reported 19 stock holdings with total value $93.5M as of Q1 2020. Top holdings included SPTL, SH, ANGL, SPLV, and SPHQ. SHEPHERD KAPLAN KROCHUK, LLC is reporting for Peak Capital Management LLC.
Holdings Value

SHEPHERD KAPLAN KROCHUK, LLC is reporting for Peak Capital Management LLC:

Name Holdings Value Location File Number
SHEPHERD KAPLAN KROCHUK, LLC $120M Boston, MA 028-10361
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 13F-NT 2/13/2025, 05:40 PM
Q3 2024 13F-NT 11/14/2024, 10:16 AM
Q2 2024 13F-NT 8/14/2024, 09:55 AM
Q1 2024 13F-NT 5/14/2024, 05:48 PM
Q4 2023 13F-NT 2/13/2024, 06:27 PM
Q3 2023 13F-NT 11/13/2023, 05:51 PM
Q2 2023 13F-NT 8/14/2023, 04:58 PM
Q1 2023 13F-NT 5/11/2023, 05:12 PM
Q4 2022 13F-NT 2/13/2023, 04:44 PM
Q3 2022 13F-NT 11/9/2022, 01:32 PM
Q2 2022 13F-NT 8/12/2022, 01:37 PM
Q1 2022 13F-NT 5/6/2022, 03:25 PM
Q4 2021 13F-NT 2/11/2022, 05:44 PM
Q3 2021 13F-NT 11/12/2021, 01:42 PM
Q2 2021 13F-NT 8/10/2021, 01:24 PM
Q1 2021 13F-NT 5/17/2021, 11:08 AM
Q4 2020 13F-NT 2/12/2021, 06:40 AM
Q3 2020 13F-NT 11/12/2020, 06:15 PM
Q2 2020 13F-NT 8/14/2020, 02:18 PM
Q1 2020 19 $93.5M +$11.5M -$26.9M -$15.4M SPTL, SH, ANGL, SPLV, SPHQ 13F-HR 4/1/2020, 03:07 PM
Q4 2019 19 $119M +$6.68M -$15.5M -$8.79M SPTL, VMBS, ANGL, SPLV, FTA 13F-HR 1/8/2020, 08:44 AM
Q3 2019 24 $149M +$1.02M -$2.07M -$1.06M SPTL, ANGL, TLT, VMBS, MTUM 13F-HR 10/7/2019, 04:28 PM
Q2 2019 24 $147M +$25.5M -$4.15M +$21.4M SPTL, ANGL, TLT, VMBS, MTUM 13F-HR 8/22/2019, 03:31 PM
Q1 2019 28 $146M +$25.8M -$15.4M +$10.4M SPTL, ANGL, TLT, MTUM, VMBS 13F-HR 5/28/2019, 02:11 PM
Q4 2018 34 $139M +$23.6M -$10.1M +$13.6M SPTL, ANGL, TLT, SCHV, SPLV 13F-HR 2/13/2019, 04:03 PM
Q3 2018 55 $136M +$13.3M -$11.8M +$1.51M ANGL, SPTL, SPHQ, SCHV, MTUM 13F-HR 11/20/2018, 12:50 PM
Q2 2018 167 $165M +$78.6M -$5.53M +$73.1M ANGL, SPTL, SPHQ, MTUM, SH 13F-HR 8/13/2018, 09:33 AM
Q1 2018 60 $129M +$22.7M -$9.46M +$13.2M PHBXXXX, SPTL, SPHQXXXX, SH, MTUM 13F-HR 5/29/2018, 02:37 PM
Q4 2017 55 $133M -$1.92M -$1.92M PHBXXXX, SPHQXXXX, TLT, MTUM, FDL 13F-HR 1/8/2018, 12:06 PM
Q3 2017 62 $150M +$17.5M -$23.2M -$5.72M SPTL, PHBXXXX, SPHQXXXX, TLT, MTUM 13F-HR 10/16/2017, 01:54 PM
Q2 2017 104 $179M SPTL, AAPL, TLT, SPHQXXXX, PHBXXXX 13F-HR 7/12/2017, 05:35 PM