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ARS Wealth Advisors Group, LLC: PEP position timeline

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

ARS Wealth Advisors Group, LLC held 55,158 PEP shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 55,158 shares
    Change vs previous 13F +657 shares

    0.58% of the 13F portfolio, value $7,468,456.

    13F-HR 0001725547-26-000230 filed by ARS Wealth Advisors Group, LLC
    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 54,501 shares
    Change vs previous 13F +371 shares

    0.71% of the 13F portfolio, value $8,463,513.

    13F-HR 0001725547-26-000129 filed by ARS Wealth Advisors Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 54,130 shares
    Change vs previous 13F -7,083 shares

    0.7% of the 13F portfolio, value $7,768,759.

    13F-HR 0001725547-26-000015 filed by ARS Wealth Advisors Group, LLC
    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 61,213 shares
    Change vs previous 13F -43,073 shares

    0.85% of the 13F portfolio, value $8,596,684.

    13F-HR 0001725547-25-004089 filed by ARS Wealth Advisors Group, LLC
    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 104,286 shares
    Change vs previous 13F +3,681 shares

    1.59% of the 13F portfolio, value $13,769,965.

    13F-HR 0001725547-25-003391 filed by ARS Wealth Advisors Group, LLC
    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 100,605 shares
    Change vs previous 13F -722 shares

    2.13% of the 13F portfolio, value $15,084,744.

    13F-HR 0001725547-25-001408 filed by ARS Wealth Advisors Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 101,327 shares
    Change vs previous 13F -824 shares

    2.12% of the 13F portfolio, value $15,407,744.

    13F-HR 0001725547-25-000084 filed by ARS Wealth Advisors Group, LLC
    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 102,151 shares
    Change vs previous 13F not available

    2.13% of the 13F portfolio, value $17,370,787.

    13F-HR 0001725547-24-005910 filed by ARS Wealth Advisors Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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