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Financial Advisors, LLC: PEP position timeline

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

Financial Advisors, LLC held 1,874 PEP shares at 2025-09-30 per its 13F-HR filed 2025-11-07.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 1,874 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $263,215.

    13F-HR 0001951757-25-001314 filed by Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 1,874 shares
    Change vs previous 13F -99 shares

    0.05% of the 13F portfolio, value $247,393.

    13F-HR 0001951757-25-000999 filed by Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 1,973 shares
    Change vs previous 13F -180 shares

    0.06% of the 13F portfolio, value $295,830.

    13F-HR 0001951757-25-000500 filed by Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 2,153 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $327,378.

    13F-HR 0001951757-25-000043 filed by Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 2,153 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $366,110.

    13F-HR 0001951757-24-001057 filed by Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 2,153 shares
    Change vs previous 13F +1 shares

    0.07% of the 13F portfolio, value $355,012.

    13F-HR 0001951757-24-000513 filed by Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 2,152 shares
    Change vs previous 13F +1 shares

    0.08% of the 13F portfolio, value $376,557.

    13F-HR 0001951757-24-000438 filed by Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 2,151 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $365,362.

    13F-HR 0001951757-24-000208 filed by Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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