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Disclosery

Aegis Wealth Management LLC: PEP position timeline

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

Aegis Wealth Management LLC held 1,873 PEP shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,873 shares
    Change vs previous 13F +284 shares

    0.12% of the 13F portfolio, value $253,604.

    13F-HR 0001628818-26-000004 filed by Aegis 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 1,589 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $246,756.

    13F-HR 0001628818-26-000003 filed by Aegis Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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