Skip to content
Disclosery

AllSquare Wealth Management LLC: PEP position timeline

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

AllSquare Wealth Management LLC held 3,362 PEP shares at 2025-09-30 per its 13F-HR filed 2026-01-12.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 3,362 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $472,159.

    13F-HR 0001633674-26-000005 filed by AllSquare 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 ended2025-06-30
    13F 3,362 shares
    Change vs previous 13F -200 shares

    0.25% of the 13F portfolio, value $443,918.

    13F-HR 0001633674-25-000003 filed by AllSquare 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 ended2025-03-31
    13F 3,562 shares
    Change vs previous 13F 0 shares

    0.32% of the 13F portfolio, value $534,086.

    13F-HR 0001633674-25-000002 filed by AllSquare 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 ended2024-12-31
    13F 3,562 shares
    Change vs previous 13F 0 shares

    0.31% of the 13F portfolio, value $541,638.

    13F-HR 0001633674-25-000001 filed by AllSquare 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 ended2024-09-30
    13F 3,562 shares
    Change vs previous 13F 0 shares

    0.34% of the 13F portfolio, value $605,718.

    13F-HR 0001633674-24-000005 filed by AllSquare 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 ended2024-06-30
    13F 3,562 shares
    Change vs previous 13F 0 shares

    0.35% of the 13F portfolio, value $587,481.

    13F-HR 0001633674-24-000003 filed by AllSquare 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 ended2024-03-31
    13F 3,562 shares
    Change vs previous 13F 0 shares

    0.37% of the 13F portfolio, value $623,386.

    13F-HR 0001633674-24-000002 filed by AllSquare 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 ended2023-12-31
    13F 3,562 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $604,970.

    13F-HR 0001633674-24-000001 filed by AllSquare Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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