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BCGM Wealth Management, LLC: PEP position timeline

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

BCGM Wealth Management, LLC held 1,935 PEP shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,935 shares
    Change vs previous 13F +109 shares

    0.06% of the 13F portfolio, value $262,056.

    13F-HR 0001765380-26-000268 filed by BCGM Wealth Management, 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 1,826 shares
    Change vs previous 13F -24 shares

    0.07% of the 13F portfolio, value $283,487.

    13F-HR 0001765380-26-000167 filed by BCGM Wealth Management, 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 1,850 shares
    Change vs previous 13F +109 shares

    0.07% of the 13F portfolio, value $265,535.

    13F-HR 0001830467-26-000001 filed by BCGM Wealth Management, 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 1,741 shares
    Change vs previous 13F +1 shares

    0.06% of the 13F portfolio, value $244,529.

    13F-HR 0001830467-25-000003 filed by BCGM Wealth Management, 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 1,740 shares
    Change vs previous 13F +45 shares

    0.06% of the 13F portfolio, value $229,713.

    13F-HR 0001765380-25-000283 filed by BCGM Wealth Management, 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 1,695 shares
    Change vs previous 13F +136 shares

    0.08% of the 13F portfolio, value $254,113.

    13F-HR 0001765380-25-000194 filed by BCGM Wealth Management, 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 1,559 shares
    Change vs previous 13F -3 shares

    0.08% of the 13F portfolio, value $237,108.

    13F-HR 0001765380-25-000033 filed by BCGM Wealth Management, 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 1,562 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $265,670.

    13F-HR 0001765380-24-000402 filed by BCGM Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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