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Applied Finance Capital Management, LLC: PEG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Applied Finance Capital Management, LLC on PEG, newest first. How the timeline and the estimate are built.

Applied Finance Capital Management, LLC held 128,243 PEG shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 128,243 shares
    Change vs previous 13F -11,095 shares

    0.77% of the 13F portfolio, value $10,408,490.

    13F-HR 0001398344-26-012840 filed by Applied Finance Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 139,338 shares
    Change vs previous 13F -972 shares

    0.85% of the 13F portfolio, value $11,279,416.

    13F-HR 0001398344-26-008142 filed by Applied Finance Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 140,310 shares
    Change vs previous 13F -3,328 shares

    0.81% of the 13F portfolio, value $11,266,869.

    13F-HR 0001398344-26-002284 filed by Applied Finance Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 143,638 shares
    Change vs previous 13F -7,681 shares

    0.85% of the 13F portfolio, value $11,987,681.

    13F-HR 0001398344-25-020421 filed by Applied Finance Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 151,319 shares
    Change vs previous 13F +7,939 shares

    0.87% of the 13F portfolio, value $12,737,526.

    13F-HR 0001398344-25-013981 filed by Applied Finance Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 143,380 shares
    Change vs previous 13F -135,152 shares

    0.87% of the 13F portfolio, value $11,800,478.

    13F-HR 0001398344-25-008845 filed by Applied Finance Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 278,532 shares
    Change vs previous 13F -1,291 shares

    1.02% of the 13F portfolio, value $23,533,146.

    13F-HR 0001398344-25-002620 filed by Applied Finance Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F/A 279,823 shares
    Change vs previous 13F not available

    1.07% of the 13F portfolio, value $24,963,043.

    13F-HR/A 0001398344-24-020254 filed by Applied Finance Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).