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AVISO WEALTH MANAGEMENT: PEP position timeline

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

AVISO WEALTH MANAGEMENT held 14,011 PEP shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,011 shares
    Change vs previous 13F +5,326 shares

    0.65% of the 13F portfolio, value $1,897,160.

    13F-HR 0002011802-26-000003 filed by AVISO WEALTH 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 8,685 shares
    Change vs previous 13F +51 shares

    0.61% of the 13F portfolio, value $1,348,787.

    13F-HR 0002011802-26-000002 filed by AVISO WEALTH 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 8,634 shares
    Change vs previous 13F -160 shares

    0.52% of the 13F portfolio, value $1,239,260.

    13F-HR 0002011802-26-000001 filed by AVISO WEALTH 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 8,794 shares
    Change vs previous 13F -410 shares

    0.54% of the 13F portfolio, value $1,235,056.

    13F-HR 0002011802-25-000007 filed by AVISO WEALTH 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 9,204 shares
    Change vs previous 13F +173 shares

    0.57% of the 13F portfolio, value $1,215,340.

    13F-HR 0002011802-25-000003 filed by AVISO WEALTH 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 9,031 shares
    Change vs previous 13F +685 shares

    0.72% of the 13F portfolio, value $1,354,073.

    13F-HR 0002011802-25-000002 filed by AVISO WEALTH 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 8,346 shares
    Change vs previous 13F +4,136 shares

    0.65% of the 13F portfolio, value $1,269,033.

    13F-HR 0002011802-25-000001 filed by AVISO WEALTH 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 4,210 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $715,843.

    13F-HR 0002011802-24-000004 filed by AVISO WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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