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Arkadios Wealth Advisors: PEP position timeline

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

Arkadios Wealth Advisors held 39,155 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 39,155 shares
    Change vs previous 13F +2,124 shares

    0.08% of the 13F portfolio, value $5,301,634.

    13F-HR 0001800798-26-000004 filed by Arkadios Wealth Advisors
    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 37,031 shares
    Change vs previous 13F +4,911 shares

    0.1% of the 13F portfolio, value $5,750,688.

    13F-HR 0001800798-26-000002 filed by Arkadios Wealth Advisors
    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 32,120 shares
    Change vs previous 13F +5,975 shares

    0.09% of the 13F portfolio, value $4,609,970.

    13F-HR 0001800798-26-000001 filed by Arkadios Wealth Advisors
    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 26,145 shares
    Change vs previous 13F +3,018 shares

    0.09% of the 13F portfolio, value $3,671,814.

    13F-HR 0001800798-25-000006 filed by Arkadios Wealth Advisors
    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 23,127 shares
    Change vs previous 13F +847 shares

    0.09% of the 13F portfolio, value $3,053,587.

    13F-HR 0001800798-25-000004 filed by Arkadios Wealth Advisors
    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 22,280 shares
    Change vs previous 13F +8,893 shares

    0.13% of the 13F portfolio, value $3,340,673.

    13F-HR 0001800798-25-000002 filed by Arkadios Wealth Advisors
    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 13,387 shares
    Change vs previous 13F -1,978 shares

    0.11% of the 13F portfolio, value $2,035,569.

    13F-HR 0001800798-25-000001 filed by Arkadios Wealth Advisors
    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 15,365 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $2,612,772.

    13F-HR 0001800798-24-000006 filed by Arkadios Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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