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Disclosery

CRUX WEALTH ADVISORS: PEP position timeline

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

CRUX WEALTH ADVISORS held 3,136 PEP shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,136 shares
    Change vs previous 13F -115 shares

    0.15% of the 13F portfolio, value $424,555.

    13F-HR 0002054270-26-000004 filed by CRUX WEALTH ADVISORS
    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 3,251 shares
    Change vs previous 13F +69 shares

    0.19% of the 13F portfolio, value $504,828.

    13F-HR 0002054270-26-000003 filed by CRUX WEALTH ADVISORS
    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 3,182 shares
    Change vs previous 13F -51 shares

    0.17% of the 13F portfolio, value $456,711.

    13F-HR 0002054270-26-000002 filed by CRUX WEALTH ADVISORS
    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 3,233 shares
    Change vs previous 13F +231 shares

    0.18% of the 13F portfolio, value $454,018.

    13F-HR 0002054270-25-000005 filed by CRUX WEALTH ADVISORS
    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 3,002 shares
    Change vs previous 13F +1,096 shares

    0.17% of the 13F portfolio, value $396,354.

    13F-HR 0002054270-25-000004 filed by CRUX WEALTH ADVISORS
    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 1,906 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $285,818.

    13F-HR 0002054270-25-000002 filed by CRUX WEALTH ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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