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GC Wealth Management RIA, LLC: PEP position timeline

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

GC Wealth Management RIA, LLC held 31,893 PEP shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,893 shares
    Change vs previous 13F -5,419 shares

    0.25% of the 13F portfolio, value $4,318,312.

    13F-HR 0001172661-26-002644 filed by GC Wealth Management RIA, 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 37,312 shares
    Change vs previous 13F -720 shares

    0.24% of the 13F portfolio, value $5,794,180.

    13F-HR 0001172661-26-001946 filed by GC Wealth Management RIA, 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 38,032 shares
    Change vs previous 13F -24,060 shares

    0.2% of the 13F portfolio, value $5,458,353.

    13F-HR 0001172661-26-000407 filed by GC Wealth Management RIA, 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 62,092 shares
    Change vs previous 13F +25,426 shares

    0.29% of the 13F portfolio, value $8,720,201.

    13F-HR 0001172661-25-004778 filed by GC Wealth Management RIA, 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 36,666 shares
    Change vs previous 13F +19,191 shares

    0.4% of the 13F portfolio, value $4,841,379.

    13F-HR 0001172661-25-002639 filed by GC Wealth Management RIA, 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 17,475 shares
    Change vs previous 13F +1,163 shares

    0.48% of the 13F portfolio, value $2,620,202.

    13F-HR 0001172661-25-001674 filed by GC Wealth Management RIA, 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 16,312 shares
    Change vs previous 13F +3,084 shares

    0.44% of the 13F portfolio, value $2,480,403.

    13F-HR 0001172661-25-000589 filed by GC Wealth Management RIA, 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 13,228 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $2,249,421.

    13F-HR 0001172661-24-004458 filed by GC Wealth Management RIA, LLC
    Filed (acceptance time not in the bulk data set), ingested

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