Alphabet Inc.
MX ˙ BMV ˙ US02079K1079
SecurityMX:GOOG / Alphabet Inc.
InstitutionPeak Financial Management, Inc.
Latest Disclosed Ownership3,080 shares
Latest Disclosed Value $ 883,529
Peak Financial Management, Inc. reports 6.53% decrease in ownership of GOOG / Alphabet Inc.

On April 28, 2026 - Peak Financial Management, Inc. filed a 13F-HR form disclosing ownership of 3,080 shares of Alphabet Inc. (MX:GOOG) valued at $883,529 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 3,295 shares of Alphabet Inc.. This represents a change in shares of -6.53% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-28 2026-03-31 13F ALPHABET CAP STK CL C 02079K107 3,080 -215 -6.53 884 -14.52 0.2243
2026-01-23 2025-12-31 13F ALPHABET CAP STK CL C 02079K107 3,295 -875 -20.98 1,034 1.77 0.2667
2025-10-09 2025-09-30 13F ALPHABET CAP STK CL C 02079K107 4,170 230 5.84 1,016 45.42 0.2685
2025-07-23 2025-06-30 13F ALPHABET CAP STK CL C 02079K107 3,940 -1,145 -22.52 699 -12.09 0.1988
2025-05-13 2025-03-31 13F ALPHABET CAP STK CL C 02079K107 5,085 92 1.84 794 -16.42 0.2379
2025-01-22 2024-12-31 13F ALPHABET CAP STK CL C 02079K107 4,993 -470 -8.60 951 4.05 0.2848
2024-10-15 2024-09-30 13F ALPHABET CAP STK CL C 02079K107 5,463 20 0.37 913 -8.52 0.2682
2024-07-23 2024-06-30 13F ALPHABET CAP STK CL C 02079K107 5,443 115 2.16 998 23.06 0.3125
2024-04-23 2024-03-31 13F ALPHABET CAP STK CL C 02079K107 5,328 -370 -6.49 811 1.00 0.2571
2024-01-18 2023-12-31 13F ALPHABET CAP STK CL C 02079K107 5,698 -1,630 -22.24 803 -16.87 0.2698
2023-10-25 2023-09-30 13F ALPHABET CAP STK CL C 02079K107 7,328 -385 -4.99 966 3.54 0.3515
2023-07-27 2023-06-30 13F ALPHABET CAP STK CL C 02079K107 7,713 1,000 14.90 933 33.67 0.3322
2023-04-25 2023-03-31 13F ALPHABET CAP STK CL C 02079K107 6,713 -22 -0.33 698 16.92 0.2596
2023-01-30 2022-12-31 13F ALPHABET CAP STK CL C 02079K107 6,735 465 7.42 598 -1.00 0.2350
2022-10-28 2022-09-30 13F ALPHABET CAP STK CL C 02079K107 6,270 5,969 1,983.06 603 -8.36 0.2514
2022-07-29 2022-06-30 13F ALPHABET CAP STK CL C 02079K107 301 -25 -7.67 658 -27.77 0.2531
2022-04-20 2022-03-31 13F ALPHABET CAP STK CL C 02079K107 326 25 8.31 911 4.59 0.3052
2022-01-27 2021-12-31 13F ALPHABET CAP STK CL C 02079K107 301 -19 -5.94 871 2.11 0.2821
2021-10-19 2021-09-30 13F ALPHABET CAP STK CL C 02079K107 320 -45 -12.33 853 -6.78 0.2890
2021-08-04 2021-06-30 13F ALPHABET CAP STK CL C 02079K107 365 -18 -4.70 915 15.53 0.3108
2021-04-29 2021-03-31 13F ALPHABET CAP STK CL C 02079K107 383 130 51.38 792 78.78 0.2870
2021-01-26 2020-12-31 13F ALPHABET CAP STK CL C 02079K107 253 49 24.02 443 47.67 0.1668
2020-10-19 2020-09-30 13F ALPHABET CAP STK CL C 02079K107 204 -30 -12.82 300 -9.37 0.1295
2020-08-06 2020-06-30 13F ALPHABET CAP STK CL C 02079K107 234 16 7.34 331 30.83 0.1554
2020-04-29 2020-03-31 13F ALPHABET CAP STK CL C 02079K107 218 10 4.81 253 -8.99 0.1292
2020-01-31 2019-12-31 13F ALPHABET CAP STK CL C 02079K107 208 0 0.00 278 9.45 0.1186
2019-10-28 2019-09-30 13F ALPHABET CAP STK CL C 02079K107 208 0 0.00 254 12.89 0.1128
2019-08-01 2019-06-30 13F ALPHABET CAP STK CL C 02079K107 208 25 13.66 225 4.65 0.1010
2019-05-01 2019-03-31 13F ALPHABET CAP STK CL C 02079K107 183 183 215 0.0989
2018-05-08 2018-03-31 13F ALPHABET CAP STK CL C 02079K107 0 -210 -100.00 0 -100.00
2018-02-08 2017-12-31 13F ALPHABET CAP STK CL C 02079K107 210 210 220 0.0834
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.