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Financial Architects, Inc: PEP position timeline

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

Financial Architects, Inc held 32,738 PEP shares at 2023-06-30 per its 13F-HR filed 2023-08-10.

the latest 13F is the newest step

  1. period ended2023-06-30
    13F 32,738 shares
    Change vs previous 13F -202 shares

    0.92% of the 13F portfolio, value $6,063,705.

    13F-HR 0001085146-23-003194 filed by Financial Architects, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2023-03-31
    13F 32,940 shares
    Change vs previous 13F -491 shares

    0.96% of the 13F portfolio, value $6,004,946.

    13F-HR 0001085146-23-002307 filed by Financial Architects, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2022-12-31
    13F 33,431 shares
    Change vs previous 13F -116 shares

    1% of the 13F portfolio, value $6,039,584.

    13F-HR 0001085146-23-000691 filed by Financial Architects, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2022-09-30
    13F 33,547 shares
    Change vs previous 13F +33,547 shares

    0.96% of the 13F portfolio, value $5,477,000.

    13F-HR 0001085146-22-003981 filed by Financial Architects, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2022-06-30
    13F 0 shares
    Change vs previous 13F -34,214 shares

    13F-HR 0001085146-22-002979 filed by Financial Architects, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  6. period ended2022-03-31
    13F 34,214 shares
    Change vs previous 13F -539 shares

    0.82% of the 13F portfolio, value $5,727,000.

    13F-HR 0001085146-22-001737 filed by Financial Architects, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2021-12-31
    13F 34,753 shares
    Change vs previous 13F -229 shares

    0.82% of the 13F portfolio, value $6,037,000.

    13F-HR 0001085146-22-000952 filed by Financial Architects, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2021-09-30
    13F 34,982 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $5,262,000.

    13F-HR 0001085146-21-003139 filed by Financial Architects, Inc
    Filed (acceptance time not in the bulk data set), ingested

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