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Vert Asset Management LLC: PECO position timeline

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

Vert Asset Management LLC held 63,606 PECO shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 63,606 shares
    Change vs previous 13F +2,404 shares

    0.72% of the 13F portfolio, value $2,647,282.

    13F-HR 0001904664-26-000003 filed by Vert Asset 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 61,202 shares
    Change vs previous 13F 0 shares

    0.73% of the 13F portfolio, value $2,290,179.

    13F-HR 0001904664-26-000002 filed by Vert Asset 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 61,202 shares
    Change vs previous 13F +3,074 shares

    0.72% of the 13F portfolio, value $2,176,955.

    13F-HR 0001904664-26-000001 filed by Vert Asset 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 58,128 shares
    Change vs previous 13F +5,391 shares

    0.67% of the 13F portfolio, value $1,995,534.

    13F-HR 0001904664-25-000007 filed by Vert Asset Management 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 52,737 shares
    Change vs previous 13F -1,308 shares

    0.67% of the 13F portfolio, value $1,847,377.

    13F-HR 0001904664-25-000004 filed by Vert Asset Management 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 54,045 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $1,972,102.

    13F-HR 0001904664-25-000003 filed by Vert Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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