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PEH Wertpapier AG — Investor Relations & Filings

Ticker · PEH ISIN · DE0006201403 LEI · 529900P1X7BY0WE24F38 F Financial and insurance activities
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Filings indexed 333 across all filing types
Latest filing 2023-08-22 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
Hinweis auf Halbjahresfinanzbericht vom 01.01.2023 bis zum 30.06.2023
Report Publication Announcement Classification · 100% confidence The document is very short (1035 characters) and explicitly states that it is a 'Hinweis auf Halbjahresfinanzbericht' (Notice of Half-Year Financial Report) and mentions that the 'Konzern-Halbjahresbericht 2023' (Group Half-Year Report 2023) is being published, providing a link where the report can be found ('Im Internet unter: https:/\/www.peh.de/berichte/'). According to Rule 2 (The 'MENU VS MEAL' Rule), a short announcement stating that a report has been published or is available elsewhere classifies as a Report Publication Announcement (RPA). The content covers a half-year period, which aligns with the definition of an Interim/Quarterly Report (IR), but this document is merely the *notice* of that report's release, not the report itself.
2023-08-22 German
PEH Wertpapier AG: Bekanntmachung der Einberufung zur Hauptversammlung am 26.06.2023 in Frankfurt am Main mit dem Ziel der europaweiten Verbreitung gema 121 AktG
AGM Information Classification · 99% confidence The document is explicitly titled 'Einladung zur ordentlichen Hauptversammlung' (Invitation to the Annual General Meeting) and contains a detailed 'Tagesordnung' (Agenda) for a meeting scheduled for June 26, 2023. The agenda items include the presentation of the 2022 Annual Financial Statements, dividend proposals, discharge of management/supervisory boards, discussion of the remuneration report, election of the auditor, and proposed changes to the articles of association regarding virtual meetings. This content is characteristic of the official notice and materials distributed ahead of an Annual General Meeting (AGM). Although it discusses the Annual Financial Statements (related to 10-K/IR), the primary purpose and format of this specific document is the formal call for the AGM. Therefore, the classification is AGM-R.
2023-05-17 German
Jahres- und Konzernabschluss zum Geschäftsjahr vom 01.01.2022 bis zum 31.12.2022
Management Reports Classification · 98% confidence The document text contains a detailed 'Inhaltsverzeichnis' (Table of Contents) listing sections such as 'Grundlagen des Konzerns' (Group Basis), 'Wirtschaftsbericht' (Business Report), 'Prognose-, Risiko- und Chancenbericht' (Forecast, Risk, and Opportunity Report), and specific financial performance metrics for the 'Geschäftsjahr 2022' (Fiscal Year 2022). The content discusses the business model, economic environment, business performance, assets, financial position, and earnings situation of the group ('Konzern'). This structure, covering a full fiscal year's operations, risks, and detailed financial review, is characteristic of a comprehensive annual report, which corresponds to the US GAAP equivalent Form 10-K, or in a European context, the statutory Annual Report. Given the comprehensive nature and the explicit mention of the 'Konzernlagebericht' (Group Management Report) for the full fiscal year 2022, the most appropriate classification is Annual Report (10-K), as this category covers the official yearly report covering company activity and full financial performance.
2023-05-16 German
Hinweis auf Konzernabschluss vom 01.01.2022 bis zum 31.12.2022
Report Publication Announcement Classification · 100% confidence The document is very short (1019 characters) and explicitly states that it is a 'Hinweis auf Konzernabschluss vom 01.01.2022 bis 31.12.2022' (Notice of Consolidated Financial Statements for the period 01.01.2022 to 31.12.2022). It provides a link where the report ('Konzernabschluss 2022') can be found and specifies the publication date (27.04.2023). According to Rule #2 (The 'MENU VS MEAL' Rule), a short document announcing the publication of a report, rather than containing the report itself, should be classified as a Report Publication Announcement (RPA).
2023-04-23 German
Jahresabschluss zum Geschäftsjahr vom 01.01.2021 bis zum 31.12.2021
Audit Report / Information Classification · 98% confidence The document is titled 'Jahresabschluss zum Geschäftsjahr vom 01.01.2021 bis zum 31.12.2021' (Annual Financial Statements for the fiscal year from 01.01.2021 to 31.12.2021) and contains a full Balance Sheet ('Bilanz') and Income Statement ('Gewinn- und Verlustrechnung') for the entire year, along with detailed notes ('Anhang'). This structure is characteristic of a comprehensive annual financial report. Although the document is in German, the content clearly aligns with the definition of an Annual Report, which corresponds to the US SEC filing type 10-K, or its local equivalent for comprehensive annual reporting. Since the provided codes include '10-K' for the 'Official yearly report covering company activity and full financial performance,' this is the most appropriate classification, despite the document being a German statutory annual report. FY 2021
2022-09-26 German
PEH Wertpapier AG: Mitteilung über Eigengeschäfte von Führungskräften gemäß Artikel 19 MAR
Director's Dealing Classification · 100% confidence The document text is titled 'Mitteilung über Eigengeschäfte von Führungskräften gemäß Artikel 19 MAR' (Notification of Insider Transactions pursuant to Article 19 MAR). It details transactions (purchases) made by a member of the management board ('Vorstand') in the company's shares, including specific prices, volumes, and the date of the transaction. This directly corresponds to the definition of Director's Dealing (insider trades). The relevant filing type code is DIRS (Director's Dealing). The document is short and is a direct regulatory disclosure, not an announcement of a larger report.
2022-09-25 German

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