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Arax Advisory Partners: PEP position timeline

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

Arax Advisory Partners held 126,658 PEP shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 126,658 shares
    Change vs previous 13F +94,945 shares

    0.11% of the 13F portfolio, value $17,149,591.

    13F-HR 0001586767-26-000006 filed by Arax Advisory Partners
    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 31,713 shares
    Change vs previous 13F +6,182 shares

    0.14% of the 13F portfolio, value $4,924,796.

    13F-HR 0001586767-26-000003 filed by Arax Advisory Partners
    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 25,531 shares
    Change vs previous 13F -199,263 shares

    0.11% of the 13F portfolio, value $3,661,997.

    13F-HR 0001586767-26-000001 filed by Arax Advisory Partners
    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 224,794 shares
    Change vs previous 13F +215,233 shares

    0.45% of the 13F portfolio, value $31,570,166.

    13F-HR 0001586767-25-000010 filed by Arax Advisory Partners
    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 9,561 shares
    Change vs previous 13F -442 shares

    0.06% of the 13F portfolio, value $1,367,708.

    13F-HR 0001586767-25-000008 filed by Arax Advisory Partners
    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 10,003 shares
    Change vs previous 13F -6,275 shares

    0.1% of the 13F portfolio, value $1,499,771.

    13F-HR 0001586767-25-000007 filed by Arax Advisory Partners
    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 16,278 shares
    Change vs previous 13F +11,555 shares

    0.16% of the 13F portfolio, value $2,475,481.

    13F-HR 0001586767-25-000001 filed by Arax Advisory Partners
    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 4,723 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $803,196.

    13F-HR 0001586767-24-000006 filed by Arax Advisory Partners
    Filed (acceptance time not in the bulk data set), ingested

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