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Centerline Wealth Advisors, LLC: PEP position timeline

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

Centerline Wealth Advisors, LLC held 10,773 PEP shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,773 shares
    Change vs previous 13F 0 shares

    0.46% of the 13F portfolio, value $1,458,664.

    13F-HR 0001802059-26-000009 filed by Centerline Wealth Advisors, 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 10,773 shares
    Change vs previous 13F -4 shares

    0.6% of the 13F portfolio, value $1,672,939.

    13F-HR 0001802059-26-000008 filed by Centerline Wealth 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 ended2025-12-31
    13F 10,777 shares
    Change vs previous 13F 0 shares

    0.56% of the 13F portfolio, value $1,546,715.

    13F-HR 0001802059-26-000001 filed by Centerline Wealth 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 ended2025-09-30
    13F 10,777 shares
    Change vs previous 13F -43 shares

    0.66% of the 13F portfolio, value $1,513,522.

    13F-HR 0001802059-25-000006 filed by Centerline Wealth 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 ended2025-06-30
    13F 10,820 shares
    Change vs previous 13F -65 shares

    0.7% of the 13F portfolio, value $1,428,673.

    13F-HR 0001802059-25-000003 filed by Centerline Wealth 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 ended2025-03-31
    13F 10,885 shares
    Change vs previous 13F 0 shares

    0.97% of the 13F portfolio, value $1,632,097.

    13F-HR 0001625800-25-000002 filed by Centerline Wealth 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 ended2024-12-31
    13F 10,885 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $1,655,173.

    13F-HR 0001802059-25-000002 filed by Centerline Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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