Skip to content
Disclosery

SCHMIDT P J INVESTMENT MANAGEMENT INC: WEC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SCHMIDT P J INVESTMENT MANAGEMENT INC on WEC, newest first. How the timeline and the estimate are built.

SCHMIDT P J INVESTMENT MANAGEMENT INC held 8,748 WEC shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,748 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $1,021,504.

    13F-HR 0001008895-26-000003 filed by SCHMIDT P J INVESTMENT MANAGEMENT INC
    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 8,748 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $1,012,756.

    13F-HR 0001008895-26-000002 filed by SCHMIDT P J INVESTMENT MANAGEMENT INC
    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 8,748 shares
    Change vs previous 13F -1,000 shares

    0.15% of the 13F portfolio, value $922,564.

    13F-HR 0001008895-26-000001 filed by SCHMIDT P J INVESTMENT MANAGEMENT INC
    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 9,748 shares
    Change vs previous 13F -3,434 shares

    0.18% of the 13F portfolio, value $1,117,023.

    13F-HR 0001008895-25-000008 filed by SCHMIDT P J INVESTMENT MANAGEMENT INC
    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 13,182 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $1,373,564.

    13F-HR 0001008895-25-000006 filed by SCHMIDT P J INVESTMENT MANAGEMENT INC
    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 13,182 shares
    Change vs previous 13F -48 shares

    0.26% of the 13F portfolio, value $1,436,574.

    13F-HR 0001008895-25-000005 filed by SCHMIDT P J INVESTMENT MANAGEMENT INC
    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 13,230 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $1,244,149.

    13F-HR 0001008895-25-000001 filed by SCHMIDT P J INVESTMENT MANAGEMENT INC
    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 13,230 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $1,272,461.

    13F-HR 0001008895-24-000005 filed by SCHMIDT P J INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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