Peak Capital Management LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 14, 2024
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 $133M Boston, MA 028-10361
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
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 0 13F-NT 11/13/2023, 05:51 PM
Q2 2023 0 13F-NT 8/14/2023, 03:58 PM
Q1 2023 0 13F-NT 5/11/2023, 05:12 PM
Q4 2022 0 13F-NT 2/13/2023, 04:44 PM
Q3 2022 0 13F-NT 11/9/2022, 01:32 PM
Q2 2022 0 13F-NT 8/12/2022, 01:37 PM
Q1 2022 0 13F-NT 5/6/2022, 03:25 PM
Q4 2021 0 13F-NT 2/11/2022, 05:44 PM
Q3 2021 0 13F-NT 11/12/2021, 01:42 PM
Q2 2021 0 13F-NT 8/10/2021, 01:24 PM
Q1 2021 0 13F-NT 5/17/2021, 11:08 AM
Q4 2020 0 13F-NT 2/12/2021, 06:40 AM
Q3 2020 0 13F-NT 11/12/2020, 06:15 PM
Q2 2020 0 13F-NT 8/14/2020, 02:18 PM
Q1 2020 19 $93.5M +$11.5M -$27.2M -$15.7M SPTL, SH, ANGL, SPLV, SPHQ 13F-HR 4/1/2020, 03:07 PM
Q4 2019 19 $123M +$6.68M -$36.1M -$29.5M SPTL, VMBS, ANGL, SPLV, FTA 13F-HR 1/8/2020, 09:44 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 -$29.6M -$4.03M SPTL, ANGL, TLT, VMBS, MTUM 13F-HR 8/22/2019, 03:31 PM
Q1 2019 28 $146M +$25.8M -$30.3M -$4.5M SPTL, ANGL, TLT, MTUM, VMBS 13F-HR 5/28/2019, 02:11 PM
Q4 2018 34 $139M +$23.6M -$14.3M +$9.32M SPTL, ANGL, TLT, SCHV, SPLV 13F-HR 2/13/2019, 05:03 PM
Q3 2018 61 $136M +$13.3M -$40.4M -$27.2M ANGL, SPTL, SPHQ, SCHV, MTUM 13F-HR 11/20/2018, 01:50 PM
Q2 2018 175 $165M +$78.6M -$42.9M +$35.8M ANGL, SPTL, SPHQ, MTUM, SH 13F-HR 8/13/2018, 09:33 AM
Q1 2018 66 $129M +$22.7M -$33.8M -$11.1M PHB, SPTL, SPHQ, SH, MTUM 13F-HR 5/29/2018, 02:37 PM
Q4 2017 57 $146M $0 -$3.36M -$3.36M SPTL, PHB, SPHQ, TLT, MTUM 13F-HR 1/8/2018, 01:06 PM
Q3 2017 62 $150M +$17.5M -$50.5M -$33M SPTL, PHB, SPHQ, TLT, MTUM 13F-HR 10/16/2017, 01:54 PM
Q2 2017 104 $179M $0 $0 SPTL, AAPL, TLT, SPHQ, PHB 13F-HR 7/12/2017, 05:35 PM