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Campbell Deegan Wealth Management, LLC: PEP position timeline

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

Campbell Deegan Wealth Management, LLC held 1,558 PEP shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,558 shares
    Change vs previous 13F -320 shares

    0.15% of the 13F portfolio, value $210,953.

    13F-HR 0001765380-26-000263 filed by Campbell Deegan 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 1,878 shares
    Change vs previous 13F -256 shares

    0.23% of the 13F portfolio, value $291,651.

    13F-HR 0001765380-26-000193 filed by Campbell Deegan 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 2,134 shares
    Change vs previous 13F -18 shares

    0.25% of the 13F portfolio, value $306,222.

    13F-HR 0001765380-26-000013 filed by Campbell Deegan 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 2,152 shares
    Change vs previous 13F +58 shares

    0.27% of the 13F portfolio, value $302,235.

    13F-HR 0001765380-25-000490 filed by Campbell Deegan 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 2,094 shares
    Change vs previous 13F -2 shares

    0.27% of the 13F portfolio, value $276,474.

    13F-HR 0001765380-25-000317 filed by Campbell Deegan 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 2,096 shares
    Change vs previous 13F -699 shares

    0.36% of the 13F portfolio, value $314,280.

    13F-HR 0001765380-25-000215 filed by Campbell Deegan 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 2,795 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $425,083.

    13F-HR 0001765380-25-000137 filed by Campbell Deegan Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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