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Disclosery

Athena Investment Management: PEP position timeline

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

Athena Investment Management held 12,117 PEP shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,117 shares
    Change vs previous 13F -2,270 shares

    0.97% of the 13F portfolio, value $1,640,598.

    13F-HR 0001921093-26-000003 filed by Athena Investment Management
    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 14,387 shares
    Change vs previous 13F -1,996 shares

    1.16% of the 13F portfolio, value $2,234,107.

    13F-HR 0001921093-26-000002 filed by Athena Investment Management
    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 16,383 shares
    Change vs previous 13F 0 shares

    1.2% of the 13F portfolio, value $2,351,242.

    13F-HR 0001921093-26-000001 filed by Athena Investment Management
    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 16,383 shares
    Change vs previous 13F -58 shares

    1.2% of the 13F portfolio, value $2,300,783.

    13F-HR 0001921093-25-000006 filed by Athena Investment Management
    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 16,441 shares
    Change vs previous 13F 0 shares

    1.21% of the 13F portfolio, value $2,170,827.

    13F-HR 0001921093-25-000004 filed by Athena Investment Management
    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 16,441 shares
    Change vs previous 13F 0 shares

    1.49% of the 13F portfolio, value $2,465,115.

    13F-HR 0001921093-25-000002 filed by Athena Investment Management
    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 16,441 shares
    Change vs previous 13F 0 shares

    1.45% of the 13F portfolio, value $2,499,969.

    13F-HR 0001921093-25-000001 filed by Athena Investment Management
    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 16,441 shares
    Change vs previous 13F not available

    1.59% of the 13F portfolio, value $2,795,737.

    13F-HR 0001921093-24-000004 filed by Athena Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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