Peak Wealth Management LLC has submitted its quarterly 13F-HR report, which outlines its institutional holdings as of September 30, 2026. This filing is crucial as it provides insights into the company's investment strategies and market positions, reflecting the broader trends within the investment management industry.
Background
Peak Wealth Management LLC, classified under the institutional investment management category, is based in Nashua, New Hampshire. The company operates under the Central Index Key (CIK) number 0002094948. Its recent filings include a series of 13F-HR reports, with the latest one filed on October 26, 2026, and prior filings dating back to April 2026.
What the Filing Says
The filing, accession number 0001951757-26-001777, was accepted on October 26, 2026. It includes details about the company's holdings but does not provide specific information about the assets or investment strategies employed. The report is a standard requirement for institutional investment managers, aimed at increasing transparency in the financial markets.
Impact
This filing may influence various stakeholders, including investors, analysts, and competitors in the investment management sector. By analyzing Peak Wealth Management's holdings, other firms can assess market trends and potential shifts in investment strategies.
What's Next
The filing does not say what happens next.
Filing Details
The filing was accepted on October 26, 2026, at 15:53:08 and consists of two documents. It reports on the holdings of Peak Wealth Management LLC as of September 30, 2026. The report is categorized under the SEC Form 13F-HR, which is a quarterly report filed by institutional investment managers.
Company Information
Peak Wealth Management LLC is incorporated in New Hampshire and has a fiscal year ending on December 31. The company's Employer Identification Number (EIN) is 474889349, and its Central Index Key (CIK) number is 0002094948. The firm operates from its business address at 20 Trafalgar Square, Suite 404, Nashua, NH 03063, and can be contacted at (603) 488-2476.
Document Format Files
The filing includes multiple document format files, including the primary document in both HTML and XML formats, as well as an information table that details the company's holdings. The complete submission text file is also available, providing further insights into the filing.
Missing Information
The filing does not provide specific details regarding the individual assets held by Peak Wealth Management LLC, nor does it elaborate on the investment strategies or the rationale behind the selected holdings. Additionally, there is no information regarding any changes in management or future outlooks for the firm.