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Disclosery

Sara-Bay Financial: PEG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sara-Bay Financial on PEG, newest first. How the timeline and the estimate are built.

Sara-Bay Financial held 12,405 PEG shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,405 shares
    Change vs previous 13F -2,033 shares

    0.27% of the 13F portfolio, value $1,006,790.

    13F-HR 0001816444-26-000003 filed by Sara-Bay Financial
    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 14,438 shares
    Change vs previous 13F -130 shares

    0.35% of the 13F portfolio, value $1,168,756.

    13F-HR 0001816444-26-000002 filed by Sara-Bay Financial
    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 14,568 shares
    Change vs previous 13F 0 shares

    0.35% of the 13F portfolio, value $1,178,696.

    13F-HR 0001816444-26-000001 filed by Sara-Bay Financial
    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 14,568 shares
    Change vs previous 13F -33 shares

    0.34% of the 13F portfolio, value $1,215,845.

    13F-HR 0001816444-25-000006 filed by Sara-Bay Financial
    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 14,601 shares
    Change vs previous 13F -873 shares

    0.44% of the 13F portfolio, value $1,229,112.

    13F-HR 0001816444-25-000003 filed by Sara-Bay Financial
    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 15,474 shares
    Change vs previous 13F -200 shares

    0.56% of the 13F portfolio, value $1,263,143.

    13F-HR 0001816444-25-000002 filed by Sara-Bay Financial
    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 15,674 shares
    Change vs previous 13F -69 shares

    0.49% of the 13F portfolio, value $1,323,982.

    13F-HR 0001816444-25-000001 filed by Sara-Bay Financial
    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 15,743 shares
    Change vs previous 13F not available

    5.09% of the 13F portfolio, value $14,044,333.

    13F-HR 0001816444-24-000004 filed by Sara-Bay Financial
    Filed (acceptance time not in the bulk data set), ingested

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