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Buckley Wealth Management, LLC: PEP position timeline

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

Buckley Wealth Management, LLC held 6,792 PEP shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,792 shares
    Change vs previous 13F +776 shares

    0.23% of the 13F portfolio, value $919,503.

    13F-HR 0001172661-26-003164 filed by Buckley 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 6,016 shares
    Change vs previous 13F +1,412 shares

    0.24% of the 13F portfolio, value $934,382.

    13F-HR 0001172661-26-001762 filed by Buckley 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 4,604 shares
    Change vs previous 13F -222 shares

    0.18% of the 13F portfolio, value $660,766.

    13F-HR 0001172661-26-000641 filed by Buckley 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 4,826 shares
    Change vs previous 13F -248 shares

    0.19% of the 13F portfolio, value $677,763.

    13F-HR 0001172661-25-004929 filed by Buckley 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 5,074 shares
    Change vs previous 13F -121 shares

    0.2% of the 13F portfolio, value $669,971.

    13F-HR 0001172661-25-002989 filed by Buckley 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 5,195 shares
    Change vs previous 13F -882 shares

    0.24% of the 13F portfolio, value $778,938.

    13F-HR 0001172661-25-002084 filed by Buckley 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 6,077 shares
    Change vs previous 13F +131 shares

    0.28% of the 13F portfolio, value $924,069.

    13F-HR 0001730126-25-000003 filed by Buckley 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 5,946 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $1,011,117.

    13F-HR 0001085146-24-004994 filed by Buckley Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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