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McGlone Suttner Wealth Management, Inc.: PEG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of McGlone Suttner Wealth Management, Inc. on PEG, newest first. How the timeline and the estimate are built.

McGlone Suttner Wealth Management, Inc. held 8,275 PEG shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 8,275 shares
    Change vs previous 13F +86 shares

    0.06% of the 13F portfolio, value $557,262.

    13F-HR 0001964819-26-000005 filed by McGlone Suttner Wealth Management, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 8,189 shares
    Change vs previous 13F +491 shares

    0.08% of the 13F portfolio, value $664,647.

    13F-HR 0001964819-26-000003 filed by McGlone Suttner Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 7,698 shares
    Change vs previous 13F +456 shares

    0.08% of the 13F portfolio, value $623,146.

    13F-HR 0001964819-26-000002 filed by McGlone Suttner Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 7,242 shares
    Change vs previous 13F +461 shares

    0.08% of the 13F portfolio, value $581,552.

    13F-HR 0001964819-26-000001 filed by McGlone Suttner Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 6,781 shares
    Change vs previous 13F +306 shares

    0.08% of the 13F portfolio, value $565,972.

    13F-HR 0001964819-25-000007 filed by McGlone Suttner Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 6,475 shares
    Change vs previous 13F +444 shares

    0.08% of the 13F portfolio, value $545,066.

    13F-HR 0001964819-25-000005 filed by McGlone Suttner Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 6,031 shares
    Change vs previous 13F +676 shares

    0.08% of the 13F portfolio, value $496,379.

    13F-HR 0001964819-25-000002 filed by McGlone Suttner Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 5,355 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $452,428.

    13F-HR 0001964819-25-000001 filed by McGlone Suttner Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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