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FourThought Financial Partners, LLC: PEP position timeline

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

FourThought Financial Partners, LLC held 135,150 PEP shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 135,150 shares
    Change vs previous 13F +2,795 shares

    1.41% of the 13F portfolio, value $18,299,262.

    13F-HR 0001765380-26-000356 filed by FourThought Financial Partners, 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 132,355 shares
    Change vs previous 13F +3,487 shares

    1.77% of the 13F portfolio, value $20,553,374.

    13F-HR 0001765380-26-000183 filed by FourThought Financial Partners, 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 128,868 shares
    Change vs previous 13F +4,092 shares

    1.56% of the 13F portfolio, value $18,495,079.

    13F-HR 0001765380-26-000071 filed by FourThought Financial Partners, 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 124,776 shares
    Change vs previous 13F +7,404 shares

    1.54% of the 13F portfolio, value $17,523,556.

    13F-HR 0001765380-25-000495 filed by FourThought Financial Partners, 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 117,372 shares
    Change vs previous 13F +3,221 shares

    1.53% of the 13F portfolio, value $15,497,771.

    13F-HR 0001765380-25-000355 filed by FourThought Financial Partners, 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 114,151 shares
    Change vs previous 13F +37,284 shares

    1.79% of the 13F portfolio, value $17,115,821.

    13F-HR 0001765380-25-000174 filed by FourThought Financial Partners, 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 76,867 shares
    Change vs previous 13F not available

    1.21% of the 13F portfolio, value $11,688,420.

    13F-HR 0001765380-25-000043 filed by FourThought Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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