Skip to content
Disclosery

Financial Advisory Group: PEP position timeline

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

Financial Advisory Group held 5,689 PEP shares at 2024-03-31 per its 13F-HR filed 2024-05-10.

the latest 13F is the newest step

  1. period ended2024-03-31
    13F 5,689 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $995,671.

    13F-HR 0001539338-24-000004 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2023-12-31
    13F 5,689 shares
    Change vs previous 13F -3,735 shares

    0.18% of the 13F portfolio, value $966,296.

    13F-HR 0001539338-24-000002 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-09-30
    13F 9,424 shares
    Change vs previous 13F -256 shares

    0.33% of the 13F portfolio, value $1,596,879.

    13F-HR 0001539338-23-000009 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-06-30
    13F 9,680 shares
    Change vs previous 13F -50 shares

    0.35% of the 13F portfolio, value $1,793,013.

    13F-HR 0001539338-23-000006 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-03-31
    13F 9,730 shares
    Change vs previous 13F +362 shares

    0.36% of the 13F portfolio, value $1,773,822.

    13F-HR 0001539338-23-000005 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2022-12-31
    13F 9,368 shares
    Change vs previous 13F -504 shares

    0.36% of the 13F portfolio, value $1,692,000.

    13F-HR 0001539338-23-000001 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2022-09-30
    13F 9,872 shares
    Change vs previous 13F -5 shares

    0.36% of the 13F portfolio, value $1,612,000.

    13F-HR 0001539338-22-000005 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-06-30
    13F 9,877 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $1,646,000.

    13F-HR 0001539338-22-000004 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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