Skip to content
Disclosery

FINANCIAL ADVISORY PARTNERS, LLC: PEG position timeline

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

FINANCIAL ADVISORY PARTNERS, LLC held 7,176 PEG shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,176 shares
    Change vs previous 13F -162 shares

    0.15% of the 13F portfolio, value $582,445.

    13F-HR 0001994252-26-000005 filed by FINANCIAL ADVISORY PARTNERS, 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 7,338 shares
    Change vs previous 13F -115 shares

    0.17% of the 13F portfolio, value $594,052.

    13F-HR 0001994252-26-000002 filed by FINANCIAL ADVISORY PARTNERS, 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 7,453 shares
    Change vs previous 13F -133 shares

    0.17% of the 13F portfolio, value $598,517.

    13F-HR 0001994252-26-000001 filed by FINANCIAL ADVISORY PARTNERS, 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 7,586 shares
    Change vs previous 13F -143 shares

    0.18% of the 13F portfolio, value $633,170.

    13F-HR 0001994252-25-000002 filed by FINANCIAL ADVISORY PARTNERS, 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 7,729 shares
    Change vs previous 13F -420 shares

    0.2% of the 13F portfolio, value $650,670.

    13F-HR 0001085146-25-003786 filed by FINANCIAL ADVISORY PARTNERS, 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 8,149 shares
    Change vs previous 13F -970 shares

    0.22% of the 13F portfolio, value $670,704.

    13F-HR 0001085146-25-002004 filed by FINANCIAL ADVISORY PARTNERS, 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 9,119 shares
    Change vs previous 13F -30 shares

    0.26% of the 13F portfolio, value $770,507.

    13F-HR 0001085146-25-000513 filed by FINANCIAL ADVISORY PARTNERS, 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 9,149 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $816,227.

    13F-HR 0001085146-24-004722 filed by FINANCIAL ADVISORY PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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