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Cove Private Wealth, LLC: PEP position timeline

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

Cove Private Wealth, LLC held 13,489 PEP shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,489 shares
    Change vs previous 13F +2,153 shares

    0.35% of the 13F portfolio, value $1,826,411.

    13F-HR 0001172661-26-002962 filed by Cove Private Wealth, 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 11,336 shares
    Change vs previous 13F +383 shares

    0.4% of the 13F portfolio, value $1,760,367.

    13F-HR 0001172661-26-001836 filed by Cove Private Wealth, 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 10,953 shares
    Change vs previous 13F +934 shares

    0.47% of the 13F portfolio, value $1,571,975.

    13F-HR 0001172661-26-000294 filed by Cove Private Wealth, 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 10,019 shares
    Change vs previous 13F +170 shares

    0.45% of the 13F portfolio, value $1,407,068.

    13F-HR 0001172661-25-004603 filed by Cove Private Wealth, 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 9,849 shares
    Change vs previous 13F +2,031 shares

    0.46% of the 13F portfolio, value $1,300,462.

    13F-HR 0001172661-25-002622 filed by Cove Private Wealth, 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 7,818 shares
    Change vs previous 13F +864 shares

    0.62% of the 13F portfolio, value $1,172,231.

    13F-HR 0001172661-25-001698 filed by Cove Private Wealth, 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 6,954 shares
    Change vs previous 13F +249 shares

    0.64% of the 13F portfolio, value $1,057,425.

    13F-HR 0001172661-25-000218 filed by Cove Private Wealth, 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 6,705 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $1,140,185.

    13F-HR 0001172661-24-004364 filed by Cove Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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