Skip to content
Disclosery

McGlone Suttner Wealth Management, Inc.: PEP position timeline

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

McGlone Suttner Wealth Management, Inc. held 7,901 PEP shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,901 shares
    Change vs previous 13F +171 shares

    0.13% of the 13F portfolio, value $1,069,760.

    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).

  2. period ended2026-03-31
    13F 7,730 shares
    Change vs previous 13F +287 shares

    0.16% of the 13F portfolio, value $1,200,374.

    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).

  3. period ended2025-12-31
    13F 7,443 shares
    Change vs previous 13F -422 shares

    0.14% of the 13F portfolio, value $1,068,190.

    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).

  4. period ended2025-09-30
    13F 7,865 shares
    Change vs previous 13F +509 shares

    0.15% of the 13F portfolio, value $1,104,505.

    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).

  5. period ended2025-06-30
    13F 7,356 shares
    Change vs previous 13F +161 shares

    0.15% of the 13F portfolio, value $971,303.

    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).

  6. period ended2025-03-31
    13F 7,195 shares
    Change vs previous 13F +2,936 shares

    0.18% of the 13F portfolio, value $1,078,766.

    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).

  7. period ended2024-12-31
    13F 4,259 shares
    Change vs previous 13F -2,993 shares

    0.11% of the 13F portfolio, value $647,665.

    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).

  8. period ended2024-09-30
    13F 7,252 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $1,233,208.

    13F-HR 0001964819-24-000004 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).