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ALPS ADVISORS INC: PEP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ALPS ADVISORS INC on PEP, newest first. How the timeline and the estimate are built.

ALPS ADVISORS INC held 60,544 PEP shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 60,544 shares
    Change vs previous 13F +28,823 shares

    0.04% of the 13F portfolio, value $8,197,658.

    13F-HR 0001398344-26-013014 filed by ALPS ADVISORS INC
    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 31,721 shares
    Change vs previous 13F -2,290 shares

    0.02% of the 13F portfolio, value $4,925,954.

    13F-HR 0001398344-26-008816 filed by ALPS ADVISORS INC
    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 34,011 shares
    Change vs previous 13F -163 shares

    0.03% of the 13F portfolio, value $4,881,259.

    13F-HR 0001398344-26-002827 filed by ALPS ADVISORS INC
    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 34,174 shares
    Change vs previous 13F -9,308 shares

    0.03% of the 13F portfolio, value $4,799,397.

    13F-HR 0001398344-25-020370 filed by ALPS ADVISORS INC
    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 43,482 shares
    Change vs previous 13F -175 shares

    0.03% of the 13F portfolio, value $5,741,363.

    13F-HR 0001398344-25-014895 filed by ALPS ADVISORS INC
    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 43,657 shares
    Change vs previous 13F +780 shares

    0.04% of the 13F portfolio, value $6,545,931.

    13F-HR 0001398344-25-008194 filed by ALPS ADVISORS INC
    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 42,877 shares
    Change vs previous 13F -136 shares

    0.04% of the 13F portfolio, value $6,519,877.

    13F-HR 0001398344-25-002624 filed by ALPS ADVISORS INC
    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 43,013 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $7,314,361.

    13F-HR 0001398344-24-020485 filed by ALPS ADVISORS INC
    Filed (acceptance time not in the bulk data set), ingested

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