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Parisi Gray Wealth Management: PEG position timeline

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

Parisi Gray Wealth Management held 18,120 PEG shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,120 shares
    Change vs previous 13F +39 shares

    0.3% of the 13F portfolio, value $1,470,591.

    13F-HR 0001951757-26-000952 filed by Parisi Gray 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 18,081 shares
    Change vs previous 13F +32 shares

    0.35% of the 13F portfolio, value $1,463,630.

    13F-HR 0001951757-26-000533 filed by Parisi Gray 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 18,049 shares
    Change vs previous 13F -47 shares

    0.33% of the 13F portfolio, value $1,449,367.

    13F-HR 0001951757-26-000026 filed by Parisi Gray 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 ended2025-09-30
    13F 18,096 shares
    Change vs previous 13F +36 shares

    0.39% of the 13F portfolio, value $1,510,316.

    13F-HR 0001951757-25-001160 filed by Parisi Gray 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 ended2025-06-30
    13F 18,060 shares
    Change vs previous 13F +37 shares

    0.44% of the 13F portfolio, value $1,520,301.

    13F-HR 0001951757-25-000591 filed by Parisi Gray Wealth Management
    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 18,023 shares
    Change vs previous 13F +37 shares

    0.48% of the 13F portfolio, value $1,483,323.

    13F-HR 0001951757-25-000360 filed by Parisi Gray Wealth Management
    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 17,986 shares
    Change vs previous 13F +34 shares

    0.48% of the 13F portfolio, value $1,519,645.

    13F-HR 0001951757-25-000011 filed by Parisi Gray Wealth Management
    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 17,952 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $1,601,507.

    13F-HR 0001951757-24-000974 filed by Parisi Gray Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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