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Disclosery

Clearstead Trust, LLC: PEP position timeline

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

Clearstead Trust, LLC held 4,325 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 4,325 shares
    Change vs previous 13F -1,668 shares

    0.08% of the 13F portfolio, value $585,662.

    13F-HR 0001708001-26-000006 filed by Clearstead Trust, 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 5,993 shares
    Change vs previous 13F -334 shares

    0.15% of the 13F portfolio, value $930,657.

    13F-HR 0001708001-26-000002 filed by Clearstead Trust, 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 6,327 shares
    Change vs previous 13F -785 shares

    0.14% of the 13F portfolio, value $908,031.

    13F-HR 0001708001-26-000001 filed by Clearstead Trust, 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 7,112 shares
    Change vs previous 13F -1,770 shares

    0.17% of the 13F portfolio, value $998,790.

    13F-HR 0001708001-25-000004 filed by Clearstead Trust, 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 8,882 shares
    Change vs previous 13F +104 shares

    0.22% of the 13F portfolio, value $1,172,803.

    13F-HR 0001708001-25-000002 filed by Clearstead Trust, 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 8,778 shares
    Change vs previous 13F +71 shares

    0.29% of the 13F portfolio, value $1,316,113.

    13F-HR 0001798150-25-000002 filed by Clearstead Trust, 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 8,707 shares
    Change vs previous 13F +2,684 shares

    0.29% of the 13F portfolio, value $1,324,012.

    13F-HR 0000842775-25-000002 filed by Clearstead Trust, 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 6,023 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $1,024,264.

    13F-HR 0001708001-24-000006 filed by Clearstead Trust, LLC
    Filed (acceptance time not in the bulk data set), ingested

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