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LUTS & GREENLEIGH GROUP, INC.: PEP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LUTS & GREENLEIGH GROUP, INC. on PEP, newest first. How the timeline and the estimate are built.

LUTS & GREENLEIGH GROUP, INC. held 1,834 PEP shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,834 shares
    Change vs previous 13F +56 shares

    0.19% of the 13F portfolio, value $248,355.

    13F-HR 0001951757-26-001163 filed by LUTS & GREENLEIGH GROUP, INC.
    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 1,778 shares
    Change vs previous 13F -195 shares

    0.22% of the 13F portfolio, value $276,179.

    13F-HR 0001951757-26-000774 filed by LUTS & GREENLEIGH GROUP, INC.
    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 1,973 shares
    Change vs previous 13F -123 shares

    0.24% of the 13F portfolio, value $283,219.

    13F-HR 0001951757-26-000300 filed by LUTS & GREENLEIGH GROUP, INC.
    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 2,096 shares
    Change vs previous 13F +121 shares

    0.26% of the 13F portfolio, value $294,415.

    13F-HR 0001951757-25-001341 filed by LUTS & GREENLEIGH GROUP, INC.
    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 1,975 shares
    Change vs previous 13F -69 shares

    0.25% of the 13F portfolio, value $260,749.

    13F-HR 0001951757-25-000616 filed by LUTS & GREENLEIGH GROUP, INC.
    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 2,044 shares
    Change vs previous 13F +154 shares

    0.3% of the 13F portfolio, value $306,490.

    13F-HR 0001951757-25-000557 filed by LUTS & GREENLEIGH GROUP, INC.
    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 1,890 shares
    Change vs previous 13F -295 shares

    0.28% of the 13F portfolio, value $287,438.

    13F-HR 0001951757-25-000067 filed by LUTS & GREENLEIGH GROUP, INC.
    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 2,185 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $371,610.

    13F-HR 0001951757-24-001034 filed by LUTS & GREENLEIGH GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

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