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Disclosery

Peck Wealth Management, LLC: PWB position timeline

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

Peck Wealth Management, LLC held 18,142 PWB 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 18,142 shares
    Change vs previous 13F +1,223 shares

    2.57% of the 13F portfolio, value $3,056,217.

    13F-HR 0002135125-26-000004 filed by Peck Wealth 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 16,919 shares
    Change vs previous 13F -424 shares

    2.14% of the 13F portfolio, value $2,130,621.

    13F-HR 0002135125-26-000003 filed by Peck Wealth 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 17,343 shares
    Change vs previous 13F -560 shares

    2.08% of the 13F portfolio, value $2,204,480.

    13F-HR 0002135125-26-000002 filed by Peck Wealth 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 17,903 shares
    Change vs previous 13F not available

    2.15% of the 13F portfolio, value $2,245,406.

    13F-HR 0002135125-26-000001 filed by Peck Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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