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Formidable Asset Management, LLC: PEP position timeline

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

Formidable Asset Management, LLC held 17,183 PEP shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,183 shares
    Change vs previous 13F -5,828 shares

    0.42% of the 13F portfolio, value $2,668,293.

    13F-HR 0001592613-26-000003 filed by Formidable Asset Management, 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 23,011 shares
    Change vs previous 13F -3,034 shares

    0.51% of the 13F portfolio, value $3,302,542.

    13F-HR 0001592613-26-000002 filed by Formidable Asset Management, 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 26,045 shares
    Change vs previous 13F +1,943 shares

    0.53% of the 13F portfolio, value $3,657,737.

    13F-HR 0001592613-26-000001 filed by Formidable Asset Management, 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 24,102 shares
    Change vs previous 13F +954 shares

    0.5% of the 13F portfolio, value $3,182,465.

    13F-HR 0001592613-25-000008 filed by Formidable Asset Management, 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 23,148 shares
    Change vs previous 13F 0 shares

    0.58% of the 13F portfolio, value $3,470,843.

    13F-HR 0001592613-25-000004 filed by Formidable Asset Management, 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 23,148 shares
    Change vs previous 13F +2,487 shares

    0.58% of the 13F portfolio, value $3,470,843.

    13F-HR 0001592613-25-000002 filed by Formidable Asset Management, 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 20,661 shares
    Change vs previous 13F +49 shares

    0.52% of the 13F portfolio, value $3,141,700.

    13F-HR 0001592613-25-000001 filed by Formidable Asset Management, 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 20,612 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $3,505,057.

    13F-HR 0001592613-24-000006 filed by Formidable Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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