BARLOW WEALTH PARTNERS, LLC: PEP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BARLOW WEALTH PARTNERS, LLC on PEP, newest first. How the timeline and the estimate are built.
BARLOW WEALTH PARTNERS, LLC held 1,854 PEP shares at 2026-06-30 per its 13F-HR filed 2026-07-14.
the latest 13F is the newest step
- period ended2026-06-3013F 1,854 sharesChange vs previous 13F 0 shares
0.03% of the 13F portfolio, value $264,214.
13F-HR 0001951757-26-000999 filed by BARLOW WEALTH PARTNERS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,854 sharesChange vs previous 13F -312 shares
0.03% of the 13F portfolio, value $292,320.
13F-HR 0001951757-26-000665 filed by BARLOW WEALTH PARTNERS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,166 sharesChange vs previous 13F -50 shares
0.03% of the 13F portfolio, value $303,045.
13F-HR 0001951757-26-000096 filed by BARLOW WEALTH PARTNERS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,216 sharesChange vs previous 13F -500 shares
0.04% of the 13F portfolio, value $339,114.
13F-HR 0001951757-25-001236 filed by BARLOW WEALTH PARTNERS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,716 sharesChange vs previous 13F -93 shares
0.04% of the 13F portfolio, value $370,680.
13F-HR 0001951757-25-000980 filed by BARLOW WEALTH PARTNERS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 2,809 sharesChange vs previous 13F +333 shares
0.05% of the 13F portfolio, value $374,664.
13F-HR 0001951757-25-000466 filed by BARLOW WEALTH PARTNERS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 2,476 sharesChange vs previous 13F -225 shares
0.05% of the 13F portfolio, value $358,475.
13F-HR 0001951757-25-000056 filed by BARLOW WEALTH PARTNERS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 2,701 sharesChange vs previous 13F not available
0.06% of the 13F portfolio, value $451,634.
13F-HR 0001951757-24-000987 filed by BARLOW WEALTH PARTNERS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).