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Clearstead Advisors, LLC: PEP position timeline

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

Clearstead Advisors, LLC held 206,187 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 206,187 shares
    Change vs previous 13F -17,265 shares

    0.26% of the 13F portfolio, value $27,917,726.

    13F-HR 0000842775-26-000004 filed by Clearstead 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 223,452 shares
    Change vs previous 13F +14,978 shares

    0.32% of the 13F portfolio, value $34,699,866.

    13F-HR 0000842775-26-000003 filed by Clearstead 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 208,474 shares
    Change vs previous 13F +2,108 shares

    0.38% of the 13F portfolio, value $29,920,132.

    13F-HR 0000842775-26-000001 filed by Clearstead 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 206,366 shares
    Change vs previous 13F +5,511 shares

    0.42% of the 13F portfolio, value $28,982,007.

    13F-HR 0000842775-25-000007 filed by Clearstead 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 200,855 shares
    Change vs previous 13F +3,964 shares

    0.37% of the 13F portfolio, value $26,520,792.

    13F-HR 0001708001-25-000003 filed by Clearstead 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 196,891 shares
    Change vs previous 13F +870 shares

    0.46% of the 13F portfolio, value $29,521,764.

    13F-HR 0000842775-25-000005 filed by Clearstead 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 196,021 shares
    Change vs previous 13F -2,961 shares

    0.45% of the 13F portfolio, value $29,806,966.

    13F-HR 0000842775-25-000001 filed by Clearstead 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 ended2024-09-30
    13F 198,982 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $33,836,839.

    13F-HR 0001708001-24-000008 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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