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CapWealth Advisors, LLC: PEP position timeline

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

CapWealth Advisors, LLC held 122,304 PEP shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 122,304 shares
    Change vs previous 13F +2,070 shares

    1.17% of the 13F portfolio, value $15,498,369.

    13F-HR 0001531809-26-000007 filed by CapWealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 120,234 shares
    Change vs previous 13F +5,535 shares

    1.12% of the 13F portfolio, value $16,279,703.

    13F-HR 0001531809-26-000005 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 114,699 shares
    Change vs previous 13F -466 shares

    1.32% of the 13F portfolio, value $17,811,530.

    13F-HR 0001531809-26-000004 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F/A 115,165 shares
    Change vs previous 13F +2,124 shares

    1.13% of the 13F portfolio, value $16,528,493.

    13F-HR/A 0001531809-26-000003 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F/A 113,041 shares
    Change vs previous 13F -459 shares

    1.09% of the 13F portfolio, value $15,875,490.

    13F-HR/A 0001531809-26-000002 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 113,500 shares
    Change vs previous 13F +2,142 shares

    1.48% of the 13F portfolio, value $14,986,511.

    13F-HR 0001531809-25-000005 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 111,358 shares
    Change vs previous 13F +5,302 shares

    1.81% of the 13F portfolio, value $16,697,061.

    13F-HR 0001531809-25-000002 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 106,056 shares
    Change vs previous 13F not available

    1.78% of the 13F portfolio, value $16,126,825.

    13F-HR 0001531809-25-000001 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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