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49 WEALTH MANAGEMENT, LLC: PEP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 49 WEALTH MANAGEMENT, LLC on PEP, newest first. How the timeline and the estimate are built.

49 WEALTH MANAGEMENT, LLC held 1,924 PEP shares at 2026-06-30 per its 13F-HR/A filed 2026-08-18.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 1,924 shares
    Change vs previous 13F -4,022 shares

    0.05% of the 13F portfolio, value $260,557.

    13F-HR/A 0001104659-26-098355 filed by 49 WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 5,946 shares
    Change vs previous 13F +1,306 shares

    0.07% of the 13F portfolio, value $923,323.

    13F-HR 0001104659-26-059918 filed by 49 WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 4,640 shares
    Change vs previous 13F +266 shares

    0.05% of the 13F portfolio, value $666,001.

    13F-HR 0001104659-26-010120 filed by 49 WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 4,374 shares
    Change vs previous 13F +236 shares

    0.06% of the 13F portfolio, value $614,241.

    13F-HR 0001104659-25-109943 filed by 49 WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 4,138 shares
    Change vs previous 13F +109 shares

    0.06% of the 13F portfolio, value $546,368.

    13F-HR 0001104659-25-075156 filed by 49 WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 4,029 shares
    Change vs previous 13F +2,100 shares

    0.07% of the 13F portfolio, value $604,038.

    13F-HR 0001104659-25-041965 filed by 49 WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,929 shares
    Change vs previous 13F +406 shares

    0.04% of the 13F portfolio, value $293,254.

    13F-HR 0001104659-25-014408 filed by 49 WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 1,523 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $258,909.

    13F-HR 0001104659-24-116419 filed by 49 WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).