PECO β€” PHILLIPS EDISON & CO INC

Ownership history in Accurate Wealth Management, LLC  Β·  15 quarters on record

AI Ownership Summary

Accurate Wealth Management, LLC reported PHILLIPS EDISON & CO INC (PECO) in 15 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.08% in 2023 Q4. The latest visible filing shows PECO at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PECO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Accurate Wealth Management, LLC's position in PHILLIPS EDISON & CO INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

PECO was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.08% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

PECO stock page Accurate Wealth Management, LLC fund profile Accurate Wealth Management, LLC full holdings
How Accurate Wealth Management, LLC held PECO β€” position size vs. price
% of Fund (quarterly)    PECO price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 5,995 β€” 0% 0.03% $202K 2025-10-20 $33.87
2025 Q2 REDUCED 5,995 -20 -0.3% 0.03% $207K 2025-07-15 $33.22
2025 Q1 REDUCED 6,015 -1,414 -19.0% 0.04% $211K 2025-04-15 $34.21
2024 Q4 REDUCED 7,429 -105 -1.4% 0.05% $264K 2025-01-14 $34.28
2024 Q3 UNCHANGED 7,534 β€” 0% 0.06% $279K 2024-10-17 $35.31
2024 Q2 UNCHANGED 7,534 β€” 0% 0.06% $255K 2024-07-17 $33.20
2024 Q1 UNCHANGED 7,534 β€” 0% 0.07% $249K 2024-04-23 $31.32
2023 Q4 UNCHANGED 7,534 β€” 0% 0.08% $268K 2024-01-12 $33.02
7 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding PECO

As of 2026 Q1 β€” sorted by position size

Pensionfund Sabic 3Y 7Y 0.36% Pensionfund PDN 3Y 7Y 0.35%

FAQ About Accurate Wealth Management, LLC and PECO

These are the practical questions this page is built to answer before you even open the full history table.

How long has Accurate Wealth Management, LLC reported owning PECO?

Accurate Wealth Management, LLC reported PECO across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported PECO position in Accurate Wealth Management, LLC's portfolio?

The largest reported portfolio weight for PECO was 0.08% in 2023 Q4.

What is the latest reported PECO position on this page?

The most recent filing on this page is 2025 Q3, when Accurate Wealth Management, LLC reported 5,995 shares, equal to 0.03% of portfolio, with an estimated market value of $202K.

What does the chart on this PECO ownership page compare?

The chart compares Accurate Wealth Management, LLC's quarterly PECO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Accurate Wealth Management, LLC Holdings