Skip to content
Disclosery

Bernardo Wealth Planning LLC: PEG position timeline

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

Bernardo Wealth Planning LLC held 2,807 PEG shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,807 shares
    Change vs previous 13F -13 shares

    0.04% of the 13F portfolio, value $227,816.

    13F-HR 0001765595-26-000003 filed by Bernardo Wealth Planning 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 2,820 shares
    Change vs previous 13F -1 shares

    0.04% of the 13F portfolio, value $228,279.

    13F-HR 0001765595-26-000002 filed by Bernardo Wealth Planning 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 2,821 shares
    Change vs previous 13F +18 shares

    0.04% of the 13F portfolio, value $226,526.

    13F-HR 0001765595-26-000001 filed by Bernardo Wealth Planning 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 2,803 shares
    Change vs previous 13F +15 shares

    0.05% of the 13F portfolio, value $233,939.

    13F-HR 0001765595-25-000007 filed by Bernardo Wealth Planning 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 2,788 shares
    Change vs previous 13F +12 shares

    0.05% of the 13F portfolio, value $235,000.

    13F-HR 0001765595-25-000006 filed by Bernardo Wealth Planning 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/A 2,776 shares
    Change vs previous 13F +11 shares

    0.05% of the 13F portfolio, value $228,000.

    13F-HR/A 0001765595-25-000004 filed by Bernardo Wealth Planning 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 2,765 shares
    Change vs previous 13F +5 shares

    0.06% of the 13F portfolio, value $232,896.

    13F-HR 0001765595-25-000001 filed by Bernardo Wealth Planning 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 2,760 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $248,000.

    13F-HR 0001765595-24-000005 filed by Bernardo Wealth Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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