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Burt Wealth Advisors: PEP position timeline

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

Burt Wealth Advisors held 1,826 PEP shares at 2025-09-30 per its 13F-HR filed 2025-11-05.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 1,826 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $256,443.

    13F-HR 0001705819-25-000078 filed by Burt Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 1,826 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $241,105.

    13F-HR 0001705819-25-000043 filed by Burt Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 1,826 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $273,790.

    13F-HR 0001705819-25-000026 filed by Burt Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 1,826 shares
    Change vs previous 13F -156 shares

    0.07% of the 13F portfolio, value $277,662.

    13F-HR 0001705819-25-000020 filed by Burt Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 1,982 shares
    Change vs previous 13F -644 shares

    0.08% of the 13F portfolio, value $337,039.

    13F-HR 0001705819-24-000063 filed by Burt Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 2,626 shares
    Change vs previous 13F -49 shares

    0.11% of the 13F portfolio, value $433,132.

    13F-HR 0001705819-24-000038 filed by Burt Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 2,675 shares
    Change vs previous 13F +110 shares

    0.12% of the 13F portfolio, value $468,099.

    13F-HR 0001705819-24-000024 filed by Burt Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 2,565 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $435,662.

    13F-HR 0001705819-24-000013 filed by Burt Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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