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Disclosery

Peninsula Wealth, LLC: SUB position timeline

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

Peninsula Wealth, LLC held 5,293 SUB shares at 2024-12-31 per its 13F-HR filed 2025-02-13.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 5,293 shares
    Change vs previous 13F -59 shares

    0.1% of the 13F portfolio, value $558,307.

    13F-HR 0001085146-25-001267 filed by Peninsula Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 5,352 shares
    Change vs previous 13F -399 shares

    0.1% of the 13F portfolio, value $567,197.

    13F-HR 0001085146-24-005724 filed by Peninsula Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 5,751 shares
    Change vs previous 13F -300 shares

    0.11% of the 13F portfolio, value $603,414.

    13F-HR 0001085146-24-003746 filed by Peninsula Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F/A 6,051 shares
    Change vs previous 13F -4,340 shares

    0.13% of the 13F portfolio, value $633,731.

    13F-HR/A 0001085146-24-002680 filed by Peninsula Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 10,391 shares
    Change vs previous 13F +151 shares

    0.23% of the 13F portfolio, value $1,095,495.

    13F-HR 0001085146-24-001393 filed by Peninsula Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 10,240 shares
    Change vs previous 13F +1,520 shares

    0.25% of the 13F portfolio, value $1,052,934.

    13F-HR 0001085146-23-004267 filed by Peninsula Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 8,720 shares
    Change vs previous 13F +508 shares

    0.24% of the 13F portfolio, value $907,196.

    13F-HR 0001085146-23-003449 filed by Peninsula Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-03-31
    13F 8,212 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $859,660.

    13F-HR 0001085146-23-002274 filed by Peninsula Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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