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Peak shares owned by LPL Financial

Quarter-by-quarter ownership of Peak (DOC) shares owned by LPL Financial from 13F filings

Historical chart of LPL Financial investment in Peak

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All positions including Peak held by LPL Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Peak by LPL Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $17M 906k 18.75
2023-09-30 $3.3M 182k 18.36
2023-06-30 $3.5M 175k 20.10
2023-03-31 $4.0M 183k 21.97
2022-12-31 $2.2M 89k 25.07
2022-09-30 $2.0M 89k 22.92
2022-06-30 $2.5M 98k 25.91
2022-03-31 $3.2M 94k 34.33
2021-12-31 $3.1M 87k 36.09
2021-09-30 $2.7M 82k 33.49
2021-06-30 $2.5M 76k 33.28
2021-03-31 $2.4M 76k 31.75
2020-12-31 $2.4M 81k 30.23
2020-09-30 $2.0M 75k 27.15
2020-06-30 $2.4M 87k 27.56
2020-03-31 $2.5M 104k 23.85
2019-12-31 $3.7M 108k 34.47