Eagle Wealth Strategies LLC
- SEC CIK
- 0002009882
- Latest filing
- Jul 9, 2026
PFIS holding history
Peoples Financial Services Corp. in every 13F filed by Eagle Wealth Strategies LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
PFIS overviewAll 13F holders of PFISFull Q2 2026 holdings
- Shares (Q2 2026)
- 28,655
- Value
- $1.90M
- % of portfolio
- 0.7%
- Quarters held
- 11
- Since Q4 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 28,655 | $1.90M | 0.7% | 00.0% | Unchanged | Holders |
| Q1 2026 | 28,655 | $1.53M | 0.7% | 00.0% | Unchanged | Holders |
| Q4 2025 | 28,655 | $1.40M | 0.7% | 00.0% | Unchanged | Holders |
| Q3 2025 | 28,655 | $1.39M | 0.7% | 00.0% | Unchanged | Holders |
| Q2 2025 | 28,655 | $1.41M | 0.8% | 00.0% | Unchanged | Holders |
| Q1 2025 | 28,655 | $1.27M | 0.8% | 00.0% | Unchanged | Holders |
| Q4 2024 | 28,655 | $1.47M | 1.1% | 00.0% | Unchanged | Holders |
| Q3 2024 | 28,655 | $1.34M | 1.0% | +40+0.1% | Added | Holders |
| Q2 2024 | 28,615 | $1.30M | 1.1% | 00.0% | Unchanged | Holders |
| Q1 2024 | 28,615 | $1.18M | 1.0% | 00.0% | Unchanged | Holders |
| Q4 2023 | 28,615 | $1.39M | 0.8% | – | No prior filing | Holders |