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Mosley Wealth Management: PEG position timeline

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

Mosley Wealth Management held 1,106 PEG shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,106 shares
    Change vs previous 13F -7,190 shares

    0.03% of the 13F portfolio, value $89,773.

    13F-HR 0002011849-26-000003 filed by Mosley Wealth Management
    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 8,296 shares
    Change vs previous 13F +101 shares

    0.31% of the 13F portfolio, value $692,358.

    13F-HR 0002011849-26-000002 filed by Mosley Wealth Management
    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 8,195 shares
    Change vs previous 13F +468 shares

    0.31% of the 13F portfolio, value $670,372.

    13F-HR 0002011849-26-000001 filed by Mosley Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 7,727 shares
    Change vs previous 13F +517 shares

    0.39% of the 13F portfolio, value $631,332.

    13F-HR 0002011849-25-000001 filed by Mosley Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 7,210 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $650,151.

    13F-HR 0002011849-24-000005 filed by Mosley Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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