Skip to main content

FORM Wealth Advisors, LLC

SEC CIK
0002053294
Latest filing
Jul 10, 2026

PEG holding history

Public Service Enterprise Group Inc in every 13F filed by FORM Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PEG overviewAll 13F holders of PEGFull Q2 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
3
Since Q1 2025
Holdings of PEG by FORM Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−3,562−100.0%Sold outHolders
Q4 20253,562$286.1K<0.1%–No prior filingHolders
Q3 2025––––Not filedHolders
Q2 20253,590$302.2K<0.1%+163+4.8%AddedHolders
Q1 20253,427$282.0K<0.1%–No prior filingHolders