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River Wealth Advisors LLC: PEG position timeline

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

River Wealth Advisors LLC held 39,894 PEG shares at 2026-06-30 per its 13F-HR/A filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 39,894 shares
    Change vs previous 13F +2,506 shares

    0.34% of the 13F portfolio, value $3,237,770.

    13F-HR/A 0001642570-26-000008 filed by River Wealth Advisors 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 37,388 shares
    Change vs previous 13F +4,476 shares

    0.35% of the 13F portfolio, value $3,026,531.

    13F-HR 0001642570-26-000005 filed by River Wealth Advisors 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 32,912 shares
    Change vs previous 13F +8,104 shares

    0.3% of the 13F portfolio, value $2,642,807.

    13F-HR 0001642570-26-000003 filed by River Wealth Advisors 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 24,808 shares
    Change vs previous 13F +6,083 shares

    0.24% of the 13F portfolio, value $2,070,476.

    13F-HR 0001642570-25-000011 filed by River Wealth Advisors 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 18,725 shares
    Change vs previous 13F +14,601 shares

    0.2% of the 13F portfolio, value $1,576,271.

    13F-HR 0001642570-25-000009 filed by River Wealth Advisors 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 4,124 shares
    Change vs previous 13F -869 shares

    0.05% of the 13F portfolio, value $339,406.

    13F-HR 0001642570-25-000006 filed by River Wealth Advisors 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 4,993 shares
    Change vs previous 13F -8 shares

    0.06% of the 13F portfolio, value $421,859.

    13F-HR 0001642570-25-000004 filed by River Wealth Advisors 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 5,001 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $446,140.

    13F-HR 0001642570-24-000009 filed by River Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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