Abacus Wealth Partners, LLC: PEP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Abacus Wealth Partners, LLC on PEP, newest first. How the timeline and the estimate are built.
Abacus Wealth Partners, LLC held 1,697 PEP shares at 2026-06-30 per its 13F-HR filed 2026-07-22.
the latest 13F is the newest step
- period ended2026-06-3013F 1,697 sharesChange vs previous 13F +65 shares
0.02% of the 13F portfolio, value $229,774.
13F-HR 0001765380-26-000223 filed by Abacus Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,632 sharesChange vs previous 13F -381 shares
0.02% of the 13F portfolio, value $253,433.
13F-HR 0001765380-26-000123 filed by Abacus Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,013 sharesChange vs previous 13F +2,013 shares
0.03% of the 13F portfolio, value $288,906.
13F-HR 0001765380-26-000063 filed by Abacus Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 0 sharesChange vs previous 13F -2,276 shares
13F-HR 0001765380-25-000002 filed by Abacus Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2024-09-3013F 2,276 sharesChange vs previous 13F not available
0.06% of the 13F portfolio, value $387,118.
13F-HR 0001765380-24-000386 filed by Abacus Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).