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Financial & Tax Architects, LLC: PEP position timeline

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

Financial & Tax Architects, LLC held 48,509 PEP shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 48,509 shares
    Change vs previous 13F +2,167 shares

    1.38% of the 13F portfolio, value $6,568,143.

    13F-HR 0001758543-26-000004 filed by Financial & Tax Architects, LLC
    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 46,342 shares
    Change vs previous 13F -2,832 shares

    1.6% of the 13F portfolio, value $7,196,452.

    13F-HR 0001758543-26-000003 filed by Financial & Tax Architects, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 49,174 shares
    Change vs previous 13F -1,609 shares

    1.59% of the 13F portfolio, value $7,057,472.

    13F-HR 0001758543-26-000001 filed by Financial & Tax Architects, LLC
    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 50,783 shares
    Change vs previous 13F +2,908 shares

    1.57% of the 13F portfolio, value $7,132,030.

    13F-HR 0001758543-25-000002 filed by Financial & Tax Architects, LLC
    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 47,875 shares
    Change vs previous 13F +5,885 shares

    1.54% of the 13F portfolio, value $6,321,397.

    13F-HR 0001214659-25-012000 filed by Financial & Tax Architects, LLC
    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 41,990 shares
    Change vs previous 13F +3,573 shares

    1.58% of the 13F portfolio, value $6,295,935.

    13F-HR 0001214659-25-007031 filed by Financial & Tax Architects, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 38,417 shares
    Change vs previous 13F +4,309 shares

    1.49% of the 13F portfolio, value $5,841,738.

    13F-HR 0001214659-25-000660 filed by Financial & Tax Architects, LLC
    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 34,108 shares
    Change vs previous 13F not available

    1.49% of the 13F portfolio, value $5,800,103.

    13F-HR 0001214659-24-018843 filed by Financial & Tax Architects, LLC
    Filed (acceptance time not in the bulk data set), ingested

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