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Empirical Asset Management, LLC: PEG position timeline

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

Empirical Asset Management, LLC held 4,641 PEG shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,641 shares
    Change vs previous 13F +197 shares

    0.08% of the 13F portfolio, value $376,685.

    13F-HR 0001951757-26-001200 filed by Empirical Asset 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 4,444 shares
    Change vs previous 13F -14 shares

    0.1% of the 13F portfolio, value $359,731.

    13F-HR 0001951757-26-000815 filed by Empirical Asset 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 4,458 shares
    Change vs previous 13F -4 shares

    0.1% of the 13F portfolio, value $357,938.

    13F-HR 0001951757-26-000393 filed by Empirical Asset 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 4,462 shares
    Change vs previous 13F +29 shares

    0.1% of the 13F portfolio, value $372,404.

    13F-HR 0001951757-25-001374 filed by Empirical Asset 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 4,433 shares
    Change vs previous 13F -218 shares

    0.12% of the 13F portfolio, value $373,196.

    13F-HR 0001951757-25-000983 filed by Empirical Asset 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 4,651 shares
    Change vs previous 13F +224 shares

    0.13% of the 13F portfolio, value $382,767.

    13F-HR 0001951757-25-000538 filed by Empirical Asset 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 4,427 shares
    Change vs previous 13F +21 shares

    0.12% of the 13F portfolio, value $374,025.

    13F-HR 0001951757-25-000026 filed by Empirical Asset 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 4,406 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $393,039.

    13F-HR 0001951757-24-001012 filed by Empirical Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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