IAMS WEALTH MANAGEMENT, LLC: PEG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of IAMS WEALTH MANAGEMENT, LLC on PEG, newest first. How the timeline and the estimate are built.
IAMS WEALTH MANAGEMENT, LLC held 6,721 PEG shares at 2026-06-30 per its 13F-HR filed 2026-07-16.
the latest 13F is the newest step
- period ended2026-06-3013F 6,721 sharesChange vs previous 13F +2,147 shares
0.16% of the 13F portfolio, value $545,510.
13F-HR 0001998182-26-000003 filed by IAMS WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 4,574 sharesChange vs previous 13F +881 shares
0.13% of the 13F portfolio, value $370,362.
13F-HR 0001998182-26-000002 filed by IAMS WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 3,693 sharesChange vs previous 13F +1,183 shares
0.11% of the 13F portfolio, value $296,599.
13F-HR 0001998182-26-000001 filed by IAMS WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,510 sharesChange vs previous 13F not available
0.08% of the 13F portfolio, value $209,485.
13F-HR 0001998182-25-000003 filed by IAMS WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).