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FRG Family Wealth Advisors LLC: PEP position timeline

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

FRG Family Wealth Advisors LLC held 31,622 PEP shares at 2026-03-31 per its 13F-HR filed 2026-04-24.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 31,622 shares
    Change vs previous 13F -2,688 shares

    0.8% of the 13F portfolio, value $4,910,580.

    13F-HR 0001893327-26-000002 filed by FRG Family Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 34,310 shares
    Change vs previous 13F -533 shares

    0.76% of the 13F portfolio, value $4,924,171.

    13F-HR 0001893327-26-000001 filed by FRG Family Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 34,843 shares
    Change vs previous 13F -645 shares

    0.79% of the 13F portfolio, value $4,893,354.

    13F-HR 0001893327-25-000008 filed by FRG Family Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 35,488 shares
    Change vs previous 13F -1,054 shares

    0.81% of the 13F portfolio, value $4,685,837.

    13F-HR 0001893327-25-000005 filed by FRG Family Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 36,542 shares
    Change vs previous 13F -1,290 shares

    1.06% of the 13F portfolio, value $5,479,107.

    13F-HR 0001893327-25-000002 filed by FRG Family Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 37,832 shares
    Change vs previous 13F -439 shares

    1.04% of the 13F portfolio, value $5,752,734.

    13F-HR 0001893327-25-000001 filed by FRG Family Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 38,271 shares
    Change vs previous 13F -850 shares

    1.16% of the 13F portfolio, value $6,507,984.

    13F-HR 0001893327-24-000005 filed by FRG Family Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 39,121 shares
    Change vs previous 13F not available

    1.31% of the 13F portfolio, value $6,747,981.

    13F-HR 0001893327-24-000003 filed by FRG Family Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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