Plan A Wealth LLC PEBO — PEOPLES BANCORP INC

Ownership history in Plan A Wealth LLC  ·  4 quarters on record

AI Ownership Summary

Plan A Wealth LLC reported PEOPLES BANCORP INC (PEBO) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q2. Peak portfolio weight reached 0.19% in 2025 Q3. The latest visible filing shows PEBO at 0.17% 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 PEBO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Plan A Wealth LLC's position in PEOPLES BANCORP 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
2026 Q2

PEBO was reported at 0.17% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.19% in 2025 Q3

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

Time in book
Holding Window
2025 Q3 to 2026 Q2

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.

PEBO stock page Plan A Wealth LLC fund profile Plan A Wealth LLC full holdings
How Plan A Wealth LLC held PEBO — position size vs. price
% of Fund (quarterly)    PEBO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 10,389 +797 +8.3% 0.17% $399K 2026-07-14 $38.22
2026 Q1 UNCHANGED — — — 9,592 — 0% 0.15% $315K 2026-05-15 $33.03
2025 Q4 ADDED — — — 9,592 +2,892 +43.2% 0.14% $288K 2026-02-06 $33.77
2025 Q3 INITIATED — — — 6,700 — — 0.19% $212K 2025-11-06 $27.80

🏢 Other funds also holding PEBO

As of 2026 Q2 — sorted by position size

COMMUNITY TRUST & INVESTMENT CO 3Y 7Y 0.34% Commonwealth Financial Services, LLC 3Y 7Y 0.12% Saxony Capital Management, LLC 0.09% MOODY NATIONAL BANK TRUST DIVISION 3Y 7Y 0.04% Hennion & Walsh Asset Management, Inc. 3Y 0.02% WEDGE CAPITAL MANAGEMENT L L P/NC 3Y 7Y 0.02% Y-Intercept (Hong Kong) Ltd 3Y 0.01% Ares Financial Consulting, LLC 0.01% Ritter Daniher Financial Advisory LLC / DE 3Y 0.01% City State Bank 3Y 0.0%

FAQ About Plan A Wealth LLC and PEBO

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

How long has Plan A Wealth LLC reported owning PEBO?

Plan A Wealth LLC reported PEBO across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

What was the largest reported PEBO position in Plan A Wealth LLC's portfolio?

The largest reported portfolio weight for PEBO was 0.19% in 2025 Q3.

What is the latest reported PEBO position on this page?

The most recent filing on this page is 2026 Q2, when Plan A Wealth LLC reported 10,389 shares, equal to 0.17% of portfolio, with an estimated market value of $399K.

What does the chart on this PEBO ownership page compare?

The chart compares Plan A Wealth LLC's quarterly PEBO 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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