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M Holdings Securities, Inc. → PECO

M Holdings Securities, Inc. PECO Position History

Phillips Edison & Company, Inc. • Real Estate

Quarters held
5
Latest value
$787K
Q3 2026
Peak value
$862K
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$393K
Q4 2025$853K
Q1 2026$787K
Q2 2026$862K
Q3 2026$787K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$787K20.5K——
Q2 2026$862K20.5K——
Q1 2026$787K20.5K——
Q4 2025$853K24.0K——
Q3 2025$393K11.4K——

Other funds holding PECO

Other M Holdings Securities, Inc. positions

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STATE STR SPDR S&P 500 ETF

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AAPL

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APPLE INC

$117.3M
SPY

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$111M
SPY

STATE STR SPDR S&P 500 ETF

$102.3M
AAPL

APPLEINC

$100.2M
AAPL

APPLE INC

$77.8M
M Holdings Securities, Inc. PECO Holdings: 13F Position History | Track13F