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Bluespring Wealth Management, LLC: PEP position timeline

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

Bluespring Wealth Management, LLC held 12,707 PEP shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,707 shares
    Change vs previous 13F +9,174 shares

    0.03% of the 13F portfolio, value $1,720,590.

    13F-HR 0001557485-26-000004 filed by Bluespring 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 3,533 shares
    Change vs previous 13F +51 shares

    0.05% of the 13F portfolio, value $548,640.

    13F-HR 0001085146-26-000355 filed by Bluespring 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 3,482 shares
    Change vs previous 13F +130 shares

    0.04% of the 13F portfolio, value $504,321.

    13F-HR 0001085146-26-000135 filed by Bluespring 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 3,352 shares
    Change vs previous 13F +136 shares

    0.04% of the 13F portfolio, value $470,756.

    13F-HR 0001085146-25-005984 filed by Bluespring 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 3,216 shares
    Change vs previous 13F -76 shares

    0.04% of the 13F portfolio, value $424,642.

    13F-HR 0001085146-25-004561 filed by Bluespring 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 3,292 shares
    Change vs previous 13F +3 shares

    0.05% of the 13F portfolio, value $493,604.

    13F-HR 0001085146-25-002598 filed by Bluespring 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 3,289 shares
    Change vs previous 13F -86 shares

    0.05% of the 13F portfolio, value $504,607.

    13F-HR 0001085146-25-000683 filed by Bluespring 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 3,375 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $573,920.

    13F-HR 0001085146-24-005299 filed by Bluespring Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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