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Key Client Fiduciary Advisors, LLC: PEG position timeline

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

Key Client Fiduciary Advisors, LLC held 26,446 PEG shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,446 shares
    Change vs previous 13F -14 shares

    0.63% of the 13F portfolio, value $2,146,373.

    13F-HR 0002085853-26-000672 filed by Key Client Fiduciary Advisors, 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 26,460 shares
    Change vs previous 13F +13 shares

    0.74% of the 13F portfolio, value $2,141,956.

    13F-HR 0002085853-26-000300 filed by Key Client Fiduciary Advisors, 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 26,447 shares
    Change vs previous 13F -988 shares

    0.74% of the 13F portfolio, value $2,123,704.

    13F-HR 0002085853-26-000118 filed by Key Client Fiduciary Advisors, 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 27,435 shares
    Change vs previous 13F -381 shares

    0.77% of the 13F portfolio, value $2,289,703.

    13F-HR 0002085853-25-000085 filed by Key Client Fiduciary Advisors, 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 27,816 shares
    Change vs previous 13F -73 shares

    0.96% of the 13F portfolio, value $2,341,535.

    13F-HR 0001667731-25-000758 filed by Key Client Fiduciary Advisors, 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 27,889 shares
    Change vs previous 13F -189 shares

    1.06% of the 13F portfolio, value $2,295,240.

    13F-HR 0001667731-25-000398 filed by Key Client Fiduciary Advisors, 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 28,078 shares
    Change vs previous 13F -17 shares

    1.06% of the 13F portfolio, value $2,372,285.

    13F-HR 0001667731-25-000057 filed by Key Client Fiduciary Advisors, 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 28,095 shares
    Change vs previous 13F not available

    1.14% of the 13F portfolio, value $2,506,329.

    13F-HR 0001912612-24-000004 filed by Key Client Fiduciary Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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