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BOK Financial Private Wealth, Inc.: PEP position timeline

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

BOK Financial Private Wealth, Inc. held 12,452 PEP shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,452 shares
    Change vs previous 13F -1,089 shares

    0.09% of the 13F portfolio, value $1,686,032.

    13F-HR 0001317348-26-000003 filed by BOK Financial Private Wealth, Inc.
    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 13,541 shares
    Change vs previous 13F -392 shares

    0.13% of the 13F portfolio, value $2,102,818.

    13F-HR 0001317348-26-000002 filed by BOK Financial Private Wealth, Inc.
    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 13,933 shares
    Change vs previous 13F +71 shares

    0.12% of the 13F portfolio, value $2,019,406.

    13F-HR 0001317348-26-000001 filed by BOK Financial Private Wealth, Inc.
    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 13,862 shares
    Change vs previous 13F -261 shares

    0.12% of the 13F portfolio, value $1,946,780.

    13F-HR 0001317348-25-000007 filed by BOK Financial Private Wealth, Inc.
    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 14,123 shares
    Change vs previous 13F -2,069 shares

    0.12% of the 13F portfolio, value $1,864,801.

    13F-HR 0001317348-25-000004 filed by BOK Financial Private Wealth, Inc.
    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 16,192 shares
    Change vs previous 13F -2,605 shares

    0.18% of the 13F portfolio, value $2,427,829.

    13F-HR 0001317348-25-000002 filed by BOK Financial Private Wealth, Inc.
    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 18,797 shares
    Change vs previous 13F -1,305 shares

    0.21% of the 13F portfolio, value $2,884,606.

    13F-HR 0001317348-25-000001 filed by BOK Financial Private Wealth, Inc.
    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 20,102 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $3,418,346.

    13F-HR 0001317348-24-000004 filed by BOK Financial Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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