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Plan A Wealth LLC PEBO Position History
Peoples Bancorp Inc. • Financial Services
Quarters held
7
Latest value
$380K
Q3 2026
Peak value
$399K
First seen
Q4 2024
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2024 | $212K |
| Q2 2025 | $205K |
| Q3 2025 | $288K |
| Q4 2025 | $288K |
| Q1 2026 | $315K |
| Q2 2026 | $399K |
| Q3 2026 | $380K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $380K | 10.4K | — | — |
| Q2 2026 | $399K | 10.4K | — | — |
| Q1 2026 | $315K | 9.6K | — | — |
| Q4 2025 | $288K | 9.6K | — | — |
| Q3 2025 | $288K | 9.6K | — | — |
| Q2 2025 | $205K | 6.7K | — | — |
| Q4 2024 | $212K | 6.7K | — | — |
Other funds holding PEBO
$78.8M
$78.8M
$62.2M
$59.9M
$56.5M
$53.7M
$53.5M
$52.5M