Wealth Preservation Advisors, LLC
- SEC CIK
- 0001968434
- Latest filing
- Aug 14, 2026
PEBO holding history
Peoples Bancorp Inc in every 13F filed by Wealth Preservation Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
PEBO overviewAll 13F holders of PEBOFull Q2 2026 holdings
- Shares (Q2 2026)
- 258,803
- Value
- $9.94M
- % of portfolio
- 5.7%
- Quarters held
- 5
- Since Q1 2025
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 258,803 | $9.94M | 5.7% | +258,803 | New | Holders |
| Q1 2026 | 0 | $0 | 0.0% | −278,803−100.0% | Sold out | Holders |
| Q4 2025 | 278,803 | $8.37M | 4.2% | 00.0% | Unchanged | Holders |
| Q3 2025 | 278,803 | $8.36M | 4.9% | −818−0.3% | Reduced | Holders |
| Q2 2025 | 279,621 | $8.54M | 5.3% | 00.0% | Unchanged | Holders |
| Q1 2025 | 279,621 | $8.29M | 5.9% | – | No prior filing | Holders |