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Disclosery

MOTCO: PEG position timeline

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

MOTCO held 46,511 PEG shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 46,511 shares
    Change vs previous 13F -47 shares

    0.32% of the 13F portfolio, value $3,774,833.

    13F-HR 0001306333-26-000006 filed by MOTCO
    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 46,558 shares
    Change vs previous 13F -347 shares

    0.35% of the 13F portfolio, value $3,768,870.

    13F-HR 0001306333-26-000004 filed by MOTCO
    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 46,905 shares
    Change vs previous 13F +44,912 shares

    0.34% of the 13F portfolio, value $3,766,472.

    13F-HR 0001306333-26-000002 filed by MOTCO
    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 1,993 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $166,336.

    13F-HR 0001306333-25-000009 filed by MOTCO
    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 1,993 shares
    Change vs previous 13F +20 shares

    0.02% of the 13F portfolio, value $178,951.

    13F-HR 0001306333-25-000006 filed by MOTCO
    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 1,973 shares
    Change vs previous 13F -712 shares

    0.02% of the 13F portfolio, value $162,378.

    13F-HR 0001306333-25-000004 filed by MOTCO
    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 2,685 shares
    Change vs previous 13F -57,516 shares

    0.02% of the 13F portfolio, value $226,856.

    13F-HR 0001306333-25-000002 filed by MOTCO
    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 60,201 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $5,370,531.

    13F-HR 0001306333-24-000008 filed by MOTCO
    Filed (acceptance time not in the bulk data set), ingested

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