Cordatus Wealth Management LLC: PEP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cordatus Wealth Management LLC on PEP, newest first. How the timeline and the estimate are built.
Cordatus Wealth Management LLC held 19,030 PEP shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 19,030 sharesChange vs previous 13F +573 shares
0.57% of the 13F portfolio, value $2,576,566.
13F-HR 0001715862-26-000004 filed by Cordatus Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 18,457 sharesChange vs previous 13F +252 shares
0.68% of the 13F portfolio, value $2,866,070.
13F-HR 0001715862-26-000003 filed by Cordatus Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 18,205 sharesChange vs previous 13F -12 shares
0.6% of the 13F portfolio, value $2,612,666.
13F-HR 0001715862-26-000001 filed by Cordatus Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 18,217 sharesChange vs previous 13F -167 shares
0.6% of the 13F portfolio, value $2,558,273.
13F-HR 0001715862-25-000007 filed by Cordatus Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 18,384 sharesChange vs previous 13F -71 shares
0.6% of the 13F portfolio, value $2,427,000.
13F-HR 0001715862-25-000005 filed by Cordatus Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 18,455 sharesChange vs previous 13F +482 shares
0.76% of the 13F portfolio, value $2,767,000.
13F-HR 0001715862-25-000004 filed by Cordatus Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 17,973 sharesChange vs previous 13F +233 shares
0.72% of the 13F portfolio, value $2,733,000.
13F-HR 0001715862-25-000001 filed by Cordatus Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 17,740 sharesChange vs previous 13F not available
1.08% of the 13F portfolio, value $3,017,000.
13F-HR 0001715862-24-000008 filed by Cordatus Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).