Gitterman Wealth Management, LLC: PSO position timeline

Gitterman Wealth Management, LLC held 16,449 PSO shares at 2025-09-30 per its 13F-HR filed 2025-11-04.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 16,449 shares

   Change vs previous 13F +1,299 shares

   0.05% of the 13F portfolio, value $232,901.

   13F-HR 0001172661-25-004565 filed by Gitterman Wealth Management, LLC
   Filed 2025-11-04 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

2. period ended2025-06-30

   13F 15,150 shares

   Change vs previous 13F -272 shares

   0.05% of the 13F portfolio, value $226,168.

   13F-HR 0001172661-25-003057 filed by Gitterman Wealth Management, LLC
   Filed 2025-08-12 (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).

3. period ended2025-03-31

   13F 15,422 shares

   Change vs previous 13F +25 shares

   0.07% of the 13F portfolio, value $246,906.

   13F-HR 0001172661-25-001806 filed by Gitterman Wealth Management, LLC
   Filed 2025-05-14 (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 15,397 shares

   Change vs previous 13F +1,276 shares

   0.1% of the 13F portfolio, value $248,197.

   13F-HR 0001172661-25-000607 filed by Gitterman Wealth Management, LLC
   Filed 2025-02-10 (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 14,121 shares

   Change vs previous 13F not available

   0.08% of the 13F portfolio, value $191,622.

   13F-HR 0001172661-24-004642 filed by Gitterman Wealth Management, LLC
   Filed 2024-11-13 (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).