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PEH Wertpapier AG — Investor Relations & Filings

Ticker · PEH ISIN · DE0006201403 LEI · 529900P1X7BY0WE24F38 F Financial and insurance activities
Filings indexed 333 across all filing types
Latest filing 2014-04-28 Report Publication Anno…
Country DE Germany
Listing F PEH

About PEH Wertpapier AG

https://www.peh.de/

PEH Wertpapier AG is an owner-managed, independent financial services provider established in 1989. The firm specializes in asset management for private and institutional clients, offering tailored solutions that include discretionary portfolio management, strategic wealth planning, generational consulting, and foundation management. It develops and manages a range of investment funds, notably employing artificial intelligence (AI) for systematic stock selection within certain strategies. The company's service model is based on providing holistic, long-term financial advisory and partnership.

Recent filings

Filing Released Lang Actions
PEH Wertpapier AG: Geschaftsbericht 2013
Report Publication Announcement Classification · 99% confidence The document is titled "PEH Wertpapier AG: Geschäftsbericht 2013" (Annual Report 2013) and explicitly mentions the "Geschäftsbericht 2013" (Annual Report 2013). It discusses the full-year results (EBITDA for 2013) and provides a link where the "komplette Jahres- und Finanzbericht 2013" (complete annual and financial report 2013) can be accessed. Although it also mentions Q1 2014 results and a management change, the primary focus and title relate to the full annual report for 2013. This strongly indicates the document is related to the Annual Report (10-K equivalent for non-US filers, or the German equivalent disclosure). Since the definition for 10-K is 'Official yearly report covering company activity and full financial performance,' and this document announces/summarizes that report, it aligns best with the comprehensive annual reporting category, even if it's presented as a news release summarizing it. Given the content is about the full year 2013 performance and the availability of the full report, 10-K is the most appropriate classification among the choices for a comprehensive annual filing.
2014-04-28 German
PEH Wertpapier AG: Ergebnissprung 2013
Earnings Release Classification · 100% confidence The document is titled 'PEH Wertpapier AG: Ergebnissprung 2013' and contains key financial highlights for the fiscal year 2013, including EBITDA increase, dividend proposal, and forward-looking guidance for 2016. It explicitly mentions the 'Jahresergebnis/Vorläufiges Ergebnis' (Annual Result/Preliminary Result) and provides a table summarizing key figures for 2013 vs 2012. This content strongly indicates an initial announcement of periodic financial results, which aligns with the definition of an Earnings Release (ER). Although it discusses the full year, the format is a brief news release (Corporate News) announcing the results, rather than the comprehensive 10-K filing itself. The text also notes that the complete Annual and Financial Report 2013 will be available later (April 28, 2014), confirming this document is the preliminary announcement. FY 2013
2014-04-10 German
Datum:29.01.2014
Audit Report / Information Classification · 98% confidence The document is a formal 'Jahresabschluss' (Annual Financial Statement) for the fiscal year 2012, including the balance sheet (Bilanz), notes (Anhang), and the proposal for profit appropriation (Gewinnverwendungsvorschlag). It contains detailed financial data, accounting principles, and board information. While it is not a full 10-K (which is a specific US SEC filing), it functions as the comprehensive annual financial report for a German company. Given the provided categories, '10-K' is the most appropriate classification for a full annual financial report, as it covers the company's yearly financial performance and activity. FY 2012
2014-01-29 German
Report Publication Announcement 2014
Report Publication Announcement Classification · 100% confidence The document is titled 'PEH Wertpapier AG: Announcement according to Articles 37v, 37w, 37x et seqq. of the WpHG' and explicitly states it is a 'Preliminary announcement on the disclosure of financial statements'. It lists several future financial reports (Annual financial report, Half-year report, Interim announcements) along with their planned disclosure dates and links. Because the document itself is an announcement about *when* other reports will be published, and not the reports themselves, it fits the definition of a Report Publication Announcement (RPA). The document length is short (1926 chars), supporting the 'MENU VS MEAL' rule.
2014-01-17 English
DGAP-DD: PEH Wertpapier AG deutsch
Director's Dealing Classification · 100% confidence The document text explicitly contains the header "Directors’ Dealings" and the German equivalent "Directors’-Dealings-Mitteilung übermittelt durch die DGAP." It details a transaction (Kauf/Purchase) by an individual named Gregor Langer, who holds a function as a member of the administrative or supervisory body ('Funktion: Verwaltungs- oder Aufsichtsorgan'). This directly corresponds to the definition of Director's Dealing reports, which track personal share transactions by company directors and executives. The appropriate code is DIRS.
2013-12-20 German
Declaration of Voting Results & Voting Rights Announcements 2013
Declaration of Voting Results & Voting Rights Announcements Classification · 100% confidence The document explicitly states 'Voting Rights Announcements' in the header and details a change in voting rights percentage by an individual (Mr. Swen W. Lorenz) falling below the 5% threshold, referencing Article 21, Section 1 of the WpHG (German Securities Trading Act). This directly corresponds to the definition of Declaration of Voting Results & Voting Rights Announcements (DVA). The document is short and contains the core announcement, not just a notice about an attachment.
2013-12-10 English

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