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Disclosery

Michels Family Financial, LLC: PSEP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Michels Family Financial, LLC on PSEP, newest first. How the timeline and the estimate are built.

Michels Family Financial, LLC held 42,438 PSEP shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 42,438 shares
    Change vs previous 13F -257 shares

    1.25% of the 13F portfolio, value $1,954,270.

    13F-HR 0001214659-26-010286 filed by Michels Family Financial, 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 42,695 shares
    Change vs previous 13F -970 shares

    1.33% of the 13F portfolio, value $1,838,447.

    13F-HR 0001214659-26-005035 filed by Michels Family Financial, 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 43,665 shares
    Change vs previous 13F -691 shares

    1.4% of the 13F portfolio, value $1,908,964.

    13F-HR 0001214659-26-002176 filed by Michels Family Financial, 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 44,356 shares
    Change vs previous 13F -1,333 shares

    1.48% of the 13F portfolio, value $1,905,090.

    13F-HR 0001214659-25-016133 filed by Michels Family Financial, 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 45,689 shares
    Change vs previous 13F -220 shares

    1.59% of the 13F portfolio, value $1,868,223.

    13F-HR 0001214659-25-010478 filed by Michels Family Financial, 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 45,909 shares
    Change vs previous 13F -2,425 shares

    1.59% of the 13F portfolio, value $1,763,365.

    13F-HR 0001214659-25-007892 filed by Michels Family Financial, 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 48,334 shares
    Change vs previous 13F not available

    1.73% of the 13F portfolio, value $1,889,149.

    13F-HR 0001214659-25-003152 filed by Michels Family Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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