Public record / Tickers / PECO

PECO — Phillips Edison & Company, Inc.†

Both disclosure regimes on one name: who in Congress filed about PECO, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
3
all PTR rows naming PECO
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
09-12
filed 2025-09-12
13F holders
362
top-362 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-10-01 13:54 UTCno price data — a disclosure record, not a chart

Daniel S. Goldman · $15.0K–$50.0K

SELL · traded 2023-07-12 → filed 2023-08-13. Ranked over every PECO row by the provable lower bound, never a point estimate.

No member disclosed PECO in the trailing 12 months

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

Every row filed inside the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

2 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 2 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING PECO · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning PECO
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-09-12Lisa C. McClain R–MI-9SELL SP (spouse-owned)Traded 08-04 +39d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9BUY SP (spouse-owned)Traded 07-16 +28d$1K–$15K
2023-08-13Daniel S. Goldman D–NY-10SELLTraded 07-12 +32d$15K–$50K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 3 ↗

Members active in PECO

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01

No member disclosed PECO in the trailing 12 months.

Congress ↔ notable managers · PECO

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0 — —
Sellers
0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
0 — $0 held
Trimming
1 Caxton Associates $1.6M held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · PHILLIPS EDISON & CO INC

Merged timeline of congressional filings and notable-manager moves on PECO
DateWhoChangeSize
2026-05-14Caxton Associates 13FTRIM−16,007 sh

1 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of PECO for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1BlackRock, Inc.$825M1
2VANGUARD PORTFOLIO MANAGEMENT LLC$520M1
3STATE STREET CORP$268M1
4VANGUARD CAPITAL MANAGEMENT LLC$213M1
5WELLINGTON MANAGEMENT GROUP LLP$195M1
6FMR LLC$155M1
7CANADA PENSION PLAN INVESTMENT BOARD$123M1
8CHARLES SCHWAB INVESTMENT MANAGEMENT INC$88.4M1
9DIMENSIONAL FUND ADVISORS LP$71.1M1
10DUFF & PHELPS INVESTMENT MANAGEMENT CO$67.4M1
11Engineers Gate Manager LP$65.7M1
12NORTHERN TRUST CORP$55.8M1
13Nuveen, LLC$37.2M1
14NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$36.6M1
15AMERICAN CENTURY COMPANIES INC$35.9M1
16MORGAN STANLEY$35.4M1
17Hudson Bay Capital Management LP$34.1M1
18VANGUARD FIDUCIARY TRUST CO$30.9M1
19Legal & General Group Plc$30.4M1
20BALYASNY ASSET MANAGEMENT L.P.$26.4M1
21Cetera Investment Advisers$24.6M1
22Janus Henderson Group Ltd.$23.0M1
23PRINCIPAL FINANCIAL GROUP INC$22.9M1
24BANK OF AMERICA CORP /DE/$20.7M1
25PUBLIC SECTOR PENSION INVESTMENT BOARD$18.3M1
26UBS Group AG$18.1M1
27ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$18.1M1
28Invesco Ltd.$17.3M1
29ADAGE CAPITAL PARTNERS GP, L.L.C.$16.8M1
30RENAISSANCE TECHNOLOGIES LLC$14.7M1
31Sophron Capital Management L.P.$14.4M1
32DEUTSCHE BANK AG\$13.8M1
33LPL Financial LLC$12.9M1
34Qube Research & Technologies Ltd$12.0M1
35B&I Capital AG$10.4M1
36CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$9.8M1
37HSBC HOLDINGS PLC$9.7M1
38Swiss National Bank$9.3M1
39Verition Fund Management LLC$8.8M1
40NORDEA INVESTMENT MANAGEMENT AB$8.6M1
41Asset Management One Co., Ltd.$8.5M1
42OSAIC HOLDINGS, INC.$7.7M1
43NOMURA ASSET MANAGEMENT CO LTD$7.2M1
44AQR CAPITAL MANAGEMENT LLC$7.2M1
45Mariner, LLC$7.0M1
46STATE OF WISCONSIN INVESTMENT BOARD$6.9M1
47ALLIANCEBERNSTEIN L.P.$6.5M1
48SEI INVESTMENTS CO$6.3M1
49CITIGROUP INC$6.2M1
50J.W. COLE ADVISORS, INC.$6.0M1
51RAYMOND JAMES FINANCIAL INC$5.1M1
52McAdam, LLC$5.1M1
53ExodusPoint Capital Management, LP$4.9M1
54PRUDENTIAL FINANCIAL INC$4.9M1
55COMMONWEALTH EQUITY SERVICES, LLC$4.8M1
56Aberdeen Group plc$4.5M1
57FIRST TRUST ADVISORS LP$4.5M1
58MILLENNIUM MANAGEMENT LLC$4.4M1
59Vanguard Investments Australia, Ltd.$4.3M1
60Zurcher Kantonalbank (Zurich Cantonalbank)$4.3M1
61VANGUARD ASSET MANAGEMENT, Ltd$4.2M1
62CITADEL ADVISORS LLC$4.2M1
63D. E. Shaw & Co., Inc.$4.1M1
64Quantinno Capital Management LP$3.9M1
65MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$3.8M1
66Mitsubishi UFJ Asset Management Co., Ltd.$3.8M1
67Modern Wealth Management, LLC$3.7M1
68Allianz Asset Management GmbH$3.6M1
69Amundi$3.5M1
70Kestra Advisory Services, LLC$3.4M1
71MACQUARIE GROUP LTD$3.4M1
72COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$3.3M1
73Creative Planning$3.2M1
74Corient Private Wealth LLC$3.0M1
75Universal- Beteiligungs- und Servicegesellschaft mbH$3.0M1
76INDEPENDENT FINANCIAL GROUP, LLC$2.9M1
77JANE STREET GROUP, LLC$2.7M1
78MONEY CONCEPTS CAPITAL CORP$2.6M1
79Illinois Municipal Retirement Fund$2.4M1
80VOLORIDGE INVESTMENT MANAGEMENT, LLC$2.4M1
81Cerity Partners LLC$2.3M1
82Vert Asset Management LLC$2.3M1
83MANUFACTURERS LIFE INSURANCE COMPANY, THE$2.3M1
84EXCHANGE TRADED CONCEPTS, LLC$2.2M1
85MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$2.2M1
86State of New Jersey Common Pension Fund D$2.2M1
87WELLS FARGO & COMPANY/MN$2.2M1
88NewEdge Advisors, LLC$2.2M1
89Alyeska Investment Group, L.P.$2.1M1
90Resona Asset Management Co.,Ltd.$2.1M1
91Point72 Asset Management, L.P.$2.1M1
92Squarepoint Ops LLC$2.0M1
93WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$2.0M1
94Vanguard Global Advisers, LLC$1.9M1
95Daiwa Securities Group Inc.$1.9M1
96SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.9M1
97Y-Intercept (Hong Kong) Ltd$1.8M1
98TEACHER RETIREMENT SYSTEM OF TEXAS$1.8M1
99Holocene Advisors, LP$1.8M1
100ROYAL BANK OF CANADA$1.7M1
101AE Wealth Management LLC$1.7M1
102Stratos Wealth Partners, LTD.$1.7M1
103Susquehanna Portfolio Strategies, LLC$1.7M1
104MERCER GLOBAL ADVISORS INC /ADV$1.7M1
105HighTower Advisors, LLC$1.7M1
106MACKENZIE FINANCIAL CORP$1.6M1
107Integrated Advisors Network LLC$1.6M1
108CAXTON ASSOCIATES LLP$1.6M1
109EARNED WEALTH ADVISORS, LLC$1.6M1
110LAZARD ASSET MANAGEMENT LLC$1.6M1
111Outlook Wealth Advisors, LLC$1.6M1
112HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$1.5M1
113NEW YORK STATE COMMON RETIREMENT FUND$1.5M1
114Ameritas Advisory Services, LLC$1.5M1
115&PARTNERS$1.5M1
116BRIDGEWAY CAPITAL MANAGEMENT, LLC$1.5M1
117FRANKLIN RESOURCES INC$1.5M1
118CALTON & ASSOCIATES, INC.$1.4M1
119Odyssean, LLC$1.4M1
120DIVERSIFY WEALTH MANAGEMENT, LLC$1.4M1
121Accel Wealth Management$1.4M1
122Cooper Financial Group$1.4M1
123Waverly Advisors, LLC$1.3M1
124Arizona State Retirement System$1.3M1
125FIRST FOUNDATION ADVISORS$1.3M1
126FIFTH THIRD BANCORP$1.3M1
127VOYA INVESTMENT MANAGEMENT LLC$1.3M1
128STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$1.3M1
129Koshinski Asset Management, Inc.$1.2M1
130Mutual Advisors, LLC$1.2M1
131Metis Global Partners, LLC$1.2M1
132Sumitomo Mitsui DS Asset Management Company, Ltd$1.1M1
133Provident Investment Management, Inc.$1.1M1
134SummitTX Capital, L.P.$1.1M1
135PFG Investments, LLC$1.1M1
136Focus Partners Wealth$1.1M1
137OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.1M1
138INTECH INVESTMENT MANAGEMENT LLC$1.0M1
139KLP KAPITALFORVALTNING AS$1.0M1
140Foresight Group Ltd Liability Partnership$1.0M1
141MARS JEWETT FINANCIAL GROUP, INC.$1.0M1
142CWM, LLC$997K1
143New Age Alpha Advisors, LLC$990K1
144UniSuper Management Pty Ltd$980K1
145INCEPTIONR LLC$957K1
146Headlands Technologies LLC$957K1
147Blankinship & Foster, LLC$956K1
148Schonfeld Strategic Advisors LLC$947K1
149Advisor OS, LLC$901K1
150Brookstone Capital Management$895K1
151CERTIOR FINANCIAL GROUP, LLC$893K1
152Perbak Capital Partners LLP$854K1
153RMR Wealth Builders$790K1
154Avior Wealth Management, LLC$786K1
155LOS ANGELES CAPITAL MANAGEMENT LLC$774K1
156IFM Investors Pty Ltd$767K1
157Pictet Asset Management Holding SA$755K1
158NISSAY ASSET MANAGEMENT CORP /JAPAN$749K1
159ProShare Advisors LLC$735K1
160Cresset Asset Management, LLC$723K1
161Maryland State Retirement & Pension System$686K1
162AMERIFLEX GROUP, INC.$672K1
163ENVESTNET ASSET MANAGEMENT INC$672K1
164Ducere Wealth Management LLC$657K1
165Lakeridge Wealth Management LLC$643K1
166Cambria Investment Management, L.P.$632K1
167Dynamic Technology Lab Private Ltd$624K1
168CIBC Bancorp USA Inc.$619K1
169BLAIR WILLIAM & CO/IL$614K1
170SILVER OAK SECURITIES, INCORPORATED$608K1
171TD ASSET MANAGEMENT INC$606K1
172Sequoia Financial Advisors, LLC$580K1
173Federation des caisses Desjardins du Quebec$571K1
174Sage Capital Management, LLC$568K1
175Orion Porfolio Solutions, LLC$554K1
176JACOBS LEVY EQUITY MANAGEMENT, INC$542K1
177Dynamic Financial Group$539K1
178Independent Advisor Alliance$536K1
179ASSETMARK, INC$534K1
180TCP Asset Management, LLC$497K1
181Vident Advisory, LLC$475K1
182Ensign Peak Advisors, Inc$473K1
183BANK OF MONTREAL /CAN/$469K1
184M&T BANK CORP$458K1
185XPONANCE LLC$447K1
186Catalina Capital Group, LLC$440K1
187Fieldview Capital Management, LLC$432K1
188Apeiron RIA LLC$422K1
189EP Wealth Advisors, LLC$418K1
190Hendershot Investments Inc.$412K1
191Integrated Wealth Concepts LLC$409K1
192Vivaldi Capital Management LP$405K1
193Stonebridge Financial Group, LLC$402K1
194JOURNEY STRATEGIC WEALTH LLC$384K1
195Capital Asset Advisory Services LLC$381K1
196Kovack Advisors, Inc.$375K1
197Hibernia Wealth Partners, LLC$369K1
198Sigma Planning Corp$366K1
199Wealthcare Advisory Partners LLC$363K1
200A&I FINANCIAL SERVICES, LLC$363K1
201FOX RUN MANAGEMENT, L.L.C.$358K1
202Aspen Grove Capital, LLC$356K1
203Tower Research Capital LLC (TRC)$355K1
204Merit Financial Group, LLC$351K1
205OneDigital Investment Advisors LLC$348K1
206Raleigh Capital Management Inc.$348K1
207ACORN FINANCIAL ADVISORY SERVICES INC /ADV$347K1
208MML INVESTORS SERVICES, LLC$318K1
209PITTENGER & ANDERSON INC$313K1
210Peak Asset Management, LLC$307K1
211Aljian Capital Management, LLC$302K1
212EASTERLY INVESTMENT PARTNERS LLC$298K1
213Allworth Financial LP$298K1
214BlueChip Wealth Advisors LLC$297K1
215Sanctuary Advisors, LLC$284K1
216EntryPoint Capital, LLC$282K1
217Rehmann Capital Advisory Group$282K1
218Ignite Planners, LLC$282K1
219Castleview Partners, LLC$281K1
220Lombard Odier Asset Management (USA) Corp$280K1
221INTEGRATED WEALTHCARE, LLC$279K1
222CIBC Asset Management Inc$278K1
223XTX Topco Ltd$275K1
224Swiss Life Asset Management Ltd$268K1
225Laird Norton Wetherby Trust Company, LLC$266K1
226Kure Advisory, LLC$263K1
227Procyon Advisors, LLC$262K1
228IHT Wealth Management, LLC$257K1
229Crossmark Global Holdings, Inc.$255K1
230Global Wealth Management Investment Advisory, Inc.$249K1
231JMN Financial LLC$249K1
232Savant Capital, LLC$248K1
233Southern Financial Group, LLC$241K1
234Curi Capital, LLC$241K1
235Empowered Funds, LLC$241K1
236Plan A Wealth LLC$239K1
237RFG Advisory, LLC$236K1
238NFSG Corp$236K1
239Medallion Wealth Advisors, LLC$235K1
240Three Bridge Wealth Advisors, LLC$234K1
241EVERGREEN CAPITAL MANAGEMENT LLC$230K1
242MAI Capital Management$228K1
243MCF Advisors LLC$226K1
244PROFUND ADVISORS LLC$225K1
245Advisory Resource Group$221K1
246GenTrust, LLC$219K1
247FOUNDATIONS INVESTMENT ADVISORS, LLC$216K1
248EPG Wealth Management LLC$214K1
249Clark Capital Management Group, Inc.$212K1
250INTEGRITY ALLIANCE, LLC.$210K1
251Norinchukin Bank, The$209K1
252Larry Mathis Financial Planning, LLC$207K1
253C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$203K1
254Vanguard Personalized Indexing Management, LLC$202K1
255Beacon Pointe Advisors, LLC$200K1
256BNP Paribas Asset Management Holding S.A.$176K1
257US BANCORP \DE\$160K1
258Eukles Asset Management$156K1
259Bayforest Capital Ltd$148K1
260NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$144K1
261Advantage Trust Co$127K1
262FIL Ltd$124K1
263Larson Financial Group LLC$121K1
264Triumph Capital Management$112K1
265Destiny Wealth Partners, LLC$110K1
266Pinnacle Wealth Planning Services, Inc.$107K1
267Rockefeller Capital Management L.P.$105K1
268Strive Financial Group ,LLC$105K1
269Mirae Asset Global Investments Co., Ltd.$97.0K1
270UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$96.5K1
271SYNTAX RESEARCH, INC.$94.6K1
272Cassaday & Co Wealth Management LLC$80.5K1
273INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$73.1K1
274Signature Equity Partners, LLC$70.7K1
275Steward Partners Investment Advisory, LLC$55.3K1
276PROSPERITY BANCSHARES INC$52.2K1
277Global Assets Advisory, LLC$51.7K1
278QUADRANT CAPITAL GROUP LLC$50.4K1
279Prestige Wealth Management Group LLC$50.0K1
280DANSKE BANK A/S$48.6K1
281Smartleaf Asset Management LLC$42.2K1
282Tradewinds Capital Management, LLC$37.4K1
283Kemnay Advisory Services Inc.$36.2K1
284Beacon Capital Management, Inc.$34.9K1
285UMB Bank, n.a.$33.5K1
286Jackson, Grant Investment Advisers, Inc.$26.8K1
287True Wealth Design, LLC$23.8K1
288Clearstead Advisors, LLC$23.8K1
289SIGNATUREFD, LLC$12.0K1
290ALGERT GLOBAL LLC$11.0K1
291Aster Capital Management (DIFC) Ltd$9.5K1
292ALERUS FINANCIAL NA$6.2K1
293Valued Wealth Advisors LLC$5.6K1
294State of Alaska, Department of Revenue$4.9K1
295VSM Wealth Advisory, LLC$4.1K1
296THRIVENT FINANCIAL FOR LUTHERANS$3.9K1
297Arax Advisory Partners$3.0K1
298FARMERS & MERCHANTS INVESTMENTS INC$2.7K1
299SITTNER & NELSON, LLC$2.6K1
300CENTAURUS FINANCIAL, INC.$2.4K1
301Physician Wealth Advisors, Inc.$2.3K1
302Kilter Group LLC$2.0K1
303Parkside Financial Bank & Trust$1.8K1
304VAN ECK ASSOCIATES CORP$1.3K1
305Rialto Wealth Management, LLC$1.1K1
306DekaBank Deutsche Girozentrale$1.1K1
307Blue Trust, Inc.$9731
308Vestcor Inc$9271
309M Holdings Securities, Inc.$7871
310GILPIN WEALTH MANAGEMENT, LLC$7111
311Bell Investment Advisors, Inc$6371
312Pensionfund PDN$5991
313Ankerstar Wealth, LLC$5631
314FINANCIAL CONSULATE, INC$5241
315GSA CAPITAL PARTNERS LLP$4431
316HRT FINANCIAL LP$3801
317Pensionfund Sabic$2991
318GHP Investment Advisors, Inc.$1501
319KBC Group NV$1351
320Employees Retirement System of Texas$1291
321Smithfield Trust Co$471
322HUNTINGTON NATIONAL BANK$371
323Caitong International Asset Management Co., Ltd$371
324Avion Wealth$11
325JENNISON ASSOCIATES LLC— value not disclosed1
326VANGUARD GROUP INC— value not disclosed1
327HARBOUR INVESTMENTS, INC.— value not disclosed1
328COMERICA BANK— value not disclosed1
329VIRGINIA RETIREMENT SYSTEMS ET Al— value not disclosed1
330CIBC WORLD MARKETS CORP— value not disclosed1
331CIBC Private Wealth Group LLC— value not disclosed1
332NORGES BANK— value not disclosed1
333SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC— value not disclosed1
334TWO SIGMA SECURITIES, LLC— value not disclosed1
335Johnson Financial Group, Inc.— value not disclosed1
336Transamerica Financial Advisors, LLC— value not disclosed1
337Granite Investment Partners, LLC— value not disclosed1
338Advisory Alpha, LLC— value not disclosed1
339Waldron Private Wealth LLC— value not disclosed1
340Arete Wealth Advisors, LLC— value not disclosed1
341Lighthouse Investment Partners, LLC— value not disclosed1
342Ausdal Financial Partners, Inc.— value not disclosed1
343Columbus Macro, LLC— value not disclosed1
344Financial Partners Group, Inc— value not disclosed1
345CreativeOne Wealth, LLC— value not disclosed1
346Financial Gravity Asset Management, Inc.— value not disclosed1
347Global Retirement Partners, LLC— value not disclosed1
348HHM Wealth Advisors, LLC— value not disclosed1
349Vanderbilt University— value not disclosed1
350Coppell Advisory Solutions LLC— value not disclosed1
351TUCKER ASSET MANAGEMENT LLC— value not disclosed1
352AlphaQuest LLC— value not disclosed1
353AXXCESS WEALTH MANAGEMENT, LLC— value not disclosed1
354SageView Advisory Group, LLC— value not disclosed1
355Dunhill Financial, LLC— value not disclosed1
356Abound Wealth Management— value not disclosed1
357TFB Advisors LLC— value not disclosed1
358Quarry LP— value not disclosed1
359Polymer Capital Management (US) LLC— value not disclosed1
360Jain Global LLC— value not disclosed1
361VARCOV Co.— value not disclosed1
362Godfrey Financial Associates, Inc.— value not disclosed1
Truncated by Public Filings. Every one of the 324 13F filers reporting this share class for the quarter is listed. methodology §13F ↗
§ derived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date, which this table does not show, but no document links — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on PECO

RETAINED WINDOW · ACTIVE HITS

Zero hits on PECO in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for PECO · financials and macro

Financials — as filed PLANNED

PECO's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: PECO on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

† issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing