Skip to content
Disclosery

Aris Wealth Services, Inc.: PEP position timeline

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

Aris Wealth Services, Inc. held 879 PEP shares at 2015-09-30 per its 13F-HR filed 2015-11-10.

the latest 13F is the newest step

  1. period ended2015-09-30
    13F 879 shares
    Change vs previous 13F -1,280 shares

    0.17% of the 13F portfolio, value $83,000.

    13F-HR 0001140361-15-040268 filed by Aris Wealth Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2015-06-30
    13F 2,159 shares
    Change vs previous 13F +75 shares

    0.19% of the 13F portfolio, value $202,000.

    13F-HR 0001140361-15-031654 filed by Aris Wealth Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2015-03-31
    13F 2,084 shares
    Change vs previous 13F +2,084 shares

    0.19% of the 13F portfolio, value $199,000.

    13F-HR 0001140361-15-019114 filed by Aris Wealth Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2014-03-31
    13F 0 shares
    Change vs previous 13F -2,690 shares

    13F-HR 0001347935-14-000007 filed by Aris Wealth Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  5. period ended2013-12-31
    13F 2,690 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $223,000.

    13F-HR 0001347935-14-000002 filed by Aris Wealth Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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