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PEAK FINANCIAL ADVISORS LLC → MC
PEAK FINANCIAL ADVISORS LLC MC Position History
Moelis & Company
Quarters held
4
Latest value
$460K
Q3 2026
Peak value
$585K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $585K |
| Q1 2026 | $480K |
| Q2 2026 | $551K |
| Q3 2026 | $460K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $460K | 8.0K | — | — |
| Q2 2026 | $551K | 8.4K | — | — |
| Q1 2026 | $480K | 8.4K | — | — |
| Q4 2025 | $585K | 8.5K | — | — |
Other funds holding MC
$580.1M
$542.4M
$540.5M
$474.8M
$333.1M
$319.4M
$316.7M
$236M