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Centric Wealth Management: PEP position timeline

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

Centric Wealth Management held 2,472 PEP shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,472 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $382,161.

    13F-HR 0001104659-26-091800 filed by Centric Wealth Management
    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 2,472 shares
    Change vs previous 13F -242 shares

    0.08% of the 13F portfolio, value $382,161.

    13F-HR 0001104659-26-059189 filed by Centric Wealth Management
    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 2,714 shares
    Change vs previous 13F -135 shares

    0.09% of the 13F portfolio, value $421,156.

    13F-HR 0001104659-26-010095 filed by Centric Wealth Management
    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 2,849 shares
    Change vs previous 13F +31 shares

    0.09% of the 13F portfolio, value $416,214.

    13F-HR 0001104659-25-106007 filed by Centric Wealth Management
    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 2,818 shares
    Change vs previous 13F -61 shares

    0.1% of the 13F portfolio, value $409,273.

    13F-HR 0001104659-25-076748 filed by Centric Wealth Management
    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 2,879 shares
    Change vs previous 13F +136 shares

    0.11% of the 13F portfolio, value $431,716.

    13F-HR 0001104659-25-049158 filed by Centric Wealth Management
    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 2,743 shares
    Change vs previous 13F -70 shares

    0.11% of the 13F portfolio, value $417,096.

    13F-HR 0001104659-25-012138 filed by Centric Wealth Management
    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 2,813 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $463,324.

    13F-HR 0001104659-24-118472 filed by Centric Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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