Skip to content
Disclosery

Brady Martz Wealth Solutions, LLC: PEP position timeline

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

Brady Martz Wealth Solutions, LLC held 5,594 PEP shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,594 shares
    Change vs previous 13F +36 shares

    0.11% of the 13F portfolio, value $757,492.

    13F-HR 0002049470-26-000004 filed by Brady Martz Wealth Solutions, 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 5,558 shares
    Change vs previous 13F -535 shares

    0.15% of the 13F portfolio, value $863,122.

    13F-HR 0002049470-26-000003 filed by Brady Martz Wealth Solutions, 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 6,093 shares
    Change vs previous 13F -4,976 shares

    0.15% of the 13F portfolio, value $874,466.

    13F-HR 0002049470-26-000002 filed by Brady Martz Wealth Solutions, 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 11,069 shares
    Change vs previous 13F -1 shares

    0.28% of the 13F portfolio, value $1,554,529.

    13F-HR 0002049470-25-000007 filed by Brady Martz Wealth Solutions, 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 11,070 shares
    Change vs previous 13F -52 shares

    0.28% of the 13F portfolio, value $1,461,661.

    13F-HR 0002049470-25-000006 filed by Brady Martz Wealth Solutions, 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 11,122 shares
    Change vs previous 13F -224 shares

    0.38% of the 13F portfolio, value $1,667,618.

    13F-HR 0002049470-25-000004 filed by Brady Martz Wealth Solutions, 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 11,346 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $1,644,633.

    13F-HR 0002049470-25-000003 filed by Brady Martz Wealth Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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