Xcelsior Advisor Partners LLC: PEG position timeline

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

Xcelsior Advisor Partners LLC held 4,587 PEG shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

period ended2026-06-30
13F 4,587 shares
Change vs previous 13F +681 shares
0.05% of the 13F portfolio, value $372,277.
13F-HR 0001420506-26-001781 filed by Xcelsior Advisor Partners LLC
Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 3,906 shares
Change vs previous 13F not available
0.12% of the 13F portfolio, value $316,212.
13F-HR 0001986152-26-000087 filed by Xcelsior Advisor Partners LLC
Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).