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Filing Detail
Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001085146-23-002926
Filing Date
2023-07-27
Accepted
2023-07-26 20:42:55
Documents
2
Period of Report
2023-06-30
Effectiveness Date
2023-07-27

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2024
2 INFORMATION TABLE infotable.html INFORMATION TABLE  
2 INFORMATION TABLE infotable.xml INFORMATION TABLE 47518
  Complete submission text file 0001085146-23-002926.txt   50772
Mailing Address 20 WILLIAM STREET SUITE 135 WELLESLEY MA 02481
Business Address 20 WILLIAM STREET SUITE 135 WELLESLEY MA 02481 781-487-9500
Peak Financial Management, Inc. (Filer) CIK: 0001669662 (see all company filings)

IRS No.: 043127512 | State of Incorp.: MA | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-17408 | Film No.: 231115023