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BNB Wealth Management, LLC: PEP position timeline

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

BNB Wealth Management, LLC held 2,807 PEP shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,807 shares
    Change vs previous 13F -423 shares

    0.21% of the 13F portfolio, value $380,039.

    13F-HR 0002111175-26-000003 filed by BNB 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 3,230 shares
    Change vs previous 13F +8 shares

    0.32% of the 13F portfolio, value $501,617.

    13F-HR 0002111175-26-000002 filed by BNB 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 3,222 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $462,437.

    13F-HR 0002111175-26-000001 filed by BNB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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