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Disclosery

Ellenbecker Investment Group: PEP position timeline

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

Ellenbecker Investment Group held 6,442 PEP shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,442 shares
    Change vs previous 13F +59 shares

    0.1% of the 13F portfolio, value $872,280.

    13F-HR 0001731497-26-000005 filed by Ellenbecker Investment Group
    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 6,383 shares
    Change vs previous 13F +790 shares

    0.13% of the 13F portfolio, value $991,273.

    13F-HR 0001731497-26-000002 filed by Ellenbecker Investment Group
    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 5,593 shares
    Change vs previous 13F -537 shares

    0.11% of the 13F portfolio, value $802,768.

    13F-HR 0001731497-26-000001 filed by Ellenbecker Investment Group
    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 6,130 shares
    Change vs previous 13F -231 shares

    0.13% of the 13F portfolio, value $860,916.

    13F-HR 0001731497-25-000007 filed by Ellenbecker Investment Group
    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 6,361 shares
    Change vs previous 13F -455 shares

    0.14% of the 13F portfolio, value $840,008.

    13F-HR 0001731497-25-000004 filed by Ellenbecker Investment Group
    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 6,816 shares
    Change vs previous 13F +21 shares

    0.18% of the 13F portfolio, value $1,022,099.

    13F-HR 0001731497-25-000003 filed by Ellenbecker Investment Group
    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 6,795 shares
    Change vs previous 13F +2 shares

    0.18% of the 13F portfolio, value $1,033,271.

    13F-HR 0001731497-25-000001 filed by Ellenbecker Investment Group
    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 6,793 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $1,155,176.

    13F-HR 0001731497-24-000006 filed by Ellenbecker Investment Group
    Filed (acceptance time not in the bulk data set), ingested

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