Bernardo Wealth Planning LLC: PPL position timeline

Bernardo Wealth Planning LLC held 5,687 PPL 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 5,687 shares

   Change vs previous 13F +5,687 shares

   0.04% of the 13F portfolio, value $206,730.

   13F-HR 0001765595-26-000003 filed by Bernardo Wealth Planning LLC
   Filed 2026-07-27 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2025-06-30

   13F 0 shares

   Change vs previous 13F -6,376 shares

   13F-HR 0001765595-25-000006 filed by Bernardo Wealth Planning LLC
   Filed 2025-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

   Exited: the 13F for this period no longer lists the position.

3. period ended2025-03-31

   13F/A 6,376 shares

   Change vs previous 13F +41 shares

   0.06% of the 13F portfolio, value $230,000.

   13F-HR/A 0001765595-25-000004 filed by Bernardo Wealth Planning LLC
   Filed 2025-04-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

4. period ended2024-12-31

   13F 6,335 shares

   Change vs previous 13F +57 shares

   0.05% of the 13F portfolio, value $201,020.

   13F-HR 0001765595-25-000001 filed by Bernardo Wealth Planning LLC
   Filed 2025-01-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

5. period ended2024-09-30

   13F 6,278 shares

   Change vs previous 13F not available

   0.05% of the 13F portfolio, value $203,000.

   13F-HR 0001765595-24-000005 filed by Bernardo Wealth Planning LLC
   Filed 2024-10-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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