Peck Wealth Management, LLC THOR — THORNBURG PREMIUM INCOMEBUILDER ETF

Ownership history in Peck Wealth Management, LLC  ·  1 quarter on record

AI Ownership Summary

Peck Wealth Management, LLC reported THORNBURG PREMIUM INCOMEBUILDER ETF (THOR) in 1 quarterly 13F filing from 2026 Q3 through 2026 Q3. Peak portfolio weight reached 0.03% in 2026 Q3. The latest visible filing shows THOR 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.

What this THOR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Peck Wealth Management, LLC's position in THORNBURG PREMIUM INCOMEBUILDER ETF, 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
2026 Q3

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

High-water mark
Peak Conviction
0.03% in 2026 Q3

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

Time in book
Holding Window
2026 Q3 to 2026 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.

How Peck Wealth Management, LLC held THOR — position size vs. price
% of Fund (quarterly)    THOR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 1 quarter  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 INITIATED — — — 1,600 — — 0.03% $40K 2026-10-29 $25.84

🏢 Other funds also holding THOR

As of 2026 Q3 — sorted by position size

Three Magnolias Financial Advisors, LLC 0.48% INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 3Y 0.03%

FAQ About Peck Wealth Management, LLC and THOR

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

How long has Peck Wealth Management, LLC reported owning THOR?

Peck Wealth Management, LLC reported THOR across 1 quarterly 13F filings, from 2026 Q3 through 2026 Q3.

What was the largest reported THOR position in Peck Wealth Management, LLC's portfolio?

The largest reported portfolio weight for THOR was 0.03% in 2026 Q3.

What is the latest reported THOR position on this page?

The most recent filing on this page is 2026 Q3, when Peck Wealth Management, LLC reported 1,600 shares, equal to 0.03% of portfolio, with an estimated market value of $40K.

What does the chart on this THOR ownership page compare?

The chart compares Peck Wealth Management, LLC's quarterly THOR 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.

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