Skip to content
Disclosery

Neumann Capital Management, LLC: PEG position timeline

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

Neumann Capital Management, LLC held 30,443 PEG shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,443 shares
    Change vs previous 13F -1,115 shares

    1.63% of the 13F portfolio, value $2,470,754.

    13F-HR 0001754960-26-000475 filed by Neumann Capital Management, 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 31,558 shares
    Change vs previous 13F 0 shares

    0.75% of the 13F portfolio, value $2,554,620.

    13F-HR 0001754960-26-000229 filed by Neumann Capital Management, 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 31,558 shares
    Change vs previous 13F -112 shares

    0.73% of the 13F portfolio, value $2,534,107.

    13F-HR 0001754960-26-000059 filed by Neumann Capital Management, 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 31,670 shares
    Change vs previous 13F -1,500 shares

    0.77% of the 13F portfolio, value $2,643,178.

    13F-HR 0001754960-25-000678 filed by Neumann Capital Management, 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 33,170 shares
    Change vs previous 13F 0 shares

    0.88% of the 13F portfolio, value $2,792,251.

    13F-HR 0001754960-25-000413 filed by Neumann Capital Management, 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 33,170 shares
    Change vs previous 13F 0 shares

    0.94% of the 13F portfolio, value $2,729,891.

    13F-HR 0001754960-25-000201 filed by Neumann Capital Management, 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 33,170 shares
    Change vs previous 13F -494 shares

    0.93% of the 13F portfolio, value $2,802,533.

    13F-HR 0001754960-25-000048 filed by Neumann Capital Management, LLC
    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 33,664 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $3,003,165.

    13F-HR 0001172661-24-004478 filed by Neumann Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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