Skip to content
Disclosery

Cresta Advisors, Ltd.: PEY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cresta Advisors, Ltd. on PEY, newest first. How the timeline and the estimate are built.

Cresta Advisors, Ltd. held 120,233 PEY shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 120,233 shares
    Change vs previous 13F -7,564 shares

    1% of the 13F portfolio, value $2,787,001.

    13F-HR 0001754960-26-000608 filed by Cresta Advisors, Ltd.
    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 127,797 shares
    Change vs previous 13F +9,824 shares

    1.12% of the 13F portfolio, value $2,737,259.

    13F-HR 0001754960-26-000325 filed by Cresta Advisors, Ltd.
    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 117,973 shares
    Change vs previous 13F +3,753 shares

    1.01% of the 13F portfolio, value $2,404,951.

    13F-HR 0001754960-26-000142 filed by Cresta Advisors, Ltd.
    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 114,220 shares
    Change vs previous 13F -191 shares

    1.07% of the 13F portfolio, value $2,406,262.

    13F-HR 0001754960-25-000705 filed by Cresta Advisors, Ltd.
    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 114,411 shares
    Change vs previous 13F +11,215 shares

    1.14% of the 13F portfolio, value $2,335,129.

    13F-HR 0001754960-25-000405 filed by Cresta Advisors, Ltd.
    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 103,196 shares
    Change vs previous 13F +5,877 shares

    1.15% of the 13F portfolio, value $2,215,619.

    13F-HR 0001754960-25-000290 filed by Cresta Advisors, Ltd.
    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 97,319 shares
    Change vs previous 13F 0 shares

    1.12% of the 13F portfolio, value $2,134,206.

    13F-HR 0001754960-25-000090 filed by Cresta Advisors, Ltd.
    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 97,319 shares
    Change vs previous 13F not available

    1.12% of the 13F portfolio, value $2,134,206.

    13F-HR 0001754960-24-000578 filed by Cresta Advisors, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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