Peak Capital Management LLC HDEF — DBX ETF TR

Ownership history in Peak Capital Management LLC  ·  6 quarters on record

AI Ownership Summary

Peak Capital Management LLC reported DBX ETF TR (HDEF) in 6 quarterly 13F filings .

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this HDEF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Peak Capital Management LLC's position in DBX ETF TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
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See the most recent quarter where the fund disclosed this position.

High-water mark
Peak Conviction
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Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
6 quarters

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

HDEF stock page Peak Capital Management LLC fund profile Peak Capital Management LLC full holdings
How Peak Capital Management LLC held HDEF — position size vs. price
% of Fund (quarterly)    HDEF price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 0 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding HDEF

As of 2026 Q1 — sorted by position size

Paller Financial Services Inc 3.97% TSFG, LLC 3Y 2.75% ETF Portfolio Partners, Inc. 3Y 7Y 2.58% White Pine Investment CO 3Y 7Y 1.85% SHEPHERD KAPLAN KROCHUK, LLC 3Y 7Y 1.78% Columbus Macro, LLC 3Y 7Y 1.4% WCG Wealth Advisors LLC 3Y 1.21% SWS Partners 3Y 7Y 0.98% Geneos Wealth Management Inc. 3Y 0.75% INVESTMENT PARTNERS, LTD. 3Y 7Y 0.6%

FAQ About Peak Capital Management LLC and HDEF

These are the practical questions this page is built to answer before you even open the full history table.

How long has Peak Capital Management LLC reported owning HDEF?

Peak Capital Management LLC reported HDEF across 0 quarterly 13F filings.

What was the largest reported HDEF position in Peak Capital Management LLC's portfolio?

This page shows the quarter-by-quarter portfolio weight history for HDEF in Peak Capital Management LLC.

What is the latest reported HDEF position on this page?

The most recent filing on this page is 2020 Q1, when Peak Capital Management LLC reported 194,071 shares, equal to 3.83% of portfolio, with an estimated market value of $3.6M.

What does the chart on this HDEF ownership page compare?

The chart compares Peak Capital Management LLC's quarterly HDEF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Peak Capital Management LLC time their HDEF position?

Based on 13F filing dates vs. subsequent HDEF price moves, Peak Capital Management LLC correctly timed 5 out of 5 reported position changes (100%). The annualised alpha on HDEF relative to SPY over the holding period was -13.9%.

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