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Disclosery

Chancellor Financial Group WB LP: PEP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Chancellor Financial Group WB LP on PEP, newest first. How the timeline and the estimate are built.

Chancellor Financial Group WB LP held 12,609 PEP shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,609 shares
    Change vs previous 13F +1,211 shares

    1.06% of the 13F portfolio, value $1,707,277.

    13F-HR 0001951757-26-001198 filed by Chancellor Financial Group WB LP
    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 11,398 shares
    Change vs previous 13F -2,835 shares

    1.27% of the 13F portfolio, value $1,769,935.

    13F-HR 0001951757-26-000864 filed by Chancellor Financial Group WB LP
    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 14,233 shares
    Change vs previous 13F +2,234 shares

    1.4% of the 13F portfolio, value $2,042,734.

    13F-HR 0001951757-26-000370 filed by Chancellor Financial Group WB LP
    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 11,999 shares
    Change vs previous 13F +877 shares

    1.2% of the 13F portfolio, value $1,685,154.

    13F-HR 0001951757-25-001397 filed by Chancellor Financial Group WB LP
    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 11,122 shares
    Change vs previous 13F +205 shares

    1.14% of the 13F portfolio, value $1,468,511.

    13F-HR 0001951757-25-001038 filed by Chancellor Financial Group WB LP
    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 10,917 shares
    Change vs previous 13F +650 shares

    1.36% of the 13F portfolio, value $1,636,921.

    13F-HR 0001951757-25-000513 filed by Chancellor Financial Group WB LP
    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 10,267 shares
    Change vs previous 13F not available

    1.26% of the 13F portfolio, value $1,561,147.

    13F-HR 0001951757-25-000281 filed by Chancellor Financial Group WB LP
    Filed (acceptance time not in the bulk data set), ingested

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