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Certified Advisory Corp: PSEP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Certified Advisory Corp on PSEP, newest first. How the timeline and the estimate are built.

Certified Advisory Corp held 8,784 PSEP shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,784 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $404,497.

    13F-HR 0001731732-26-000004 filed by Certified Advisory Corp
    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 8,784 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $378,233.

    13F-HR 0001731732-26-000002 filed by Certified Advisory Corp
    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 8,784 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $384,017.

    13F-HR 0001731732-26-000001 filed by Certified Advisory Corp
    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 8,784 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $377,267.

    13F-HR 0001731732-25-000004 filed by Certified Advisory Corp
    Filed (acceptance time not in the bulk data set), ingested

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