Global Wealth Strategies & Associates: PEP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Global Wealth Strategies & Associates on PEP, newest first. How the timeline and the estimate are built.

Global Wealth Strategies & Associates held 0 PEP shares at 2026-06-30 per its 13F-HR filed 2026-07-01.

the latest 13F is the newest step

period ended2026-06-30
13F 0 shares
Change vs previous 13F -617 shares
13F-HR 0001912297-26-000003 filed by Global Wealth Strategies & Associates
Filed 2026-07-01 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2026-03-31
13F 617 shares
Change vs previous 13F -37 shares
0.02% of the 13F portfolio, value $95,784.
13F-HR 0001912297-26-000002 filed by Global Wealth Strategies & Associates
Filed 2026-04-03 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 654 shares
Change vs previous 13F +207 shares
0.02% of the 13F portfolio, value $93,832.
13F-HR 0001912297-26-000001 filed by Global Wealth Strategies & Associates
Filed 2026-01-02 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 447 shares
Change vs previous 13F +57 shares
0.02% of the 13F portfolio, value $62,747.
13F-HR 0001912297-25-000006 filed by Global Wealth Strategies & Associates
Filed 2025-10-02 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 390 shares
Change vs previous 13F 0 shares
0.01% of the 13F portfolio, value $51,496.
13F-HR 0001912297-25-000004 filed by Global Wealth Strategies & Associates
Filed 2025-07-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 390 shares
Change vs previous 13F 0 shares
0.02% of the 13F portfolio, value $58,477.
13F-HR 0001912297-25-000003 filed by Global Wealth Strategies & Associates
Filed 2025-04-02 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 390 shares
Change vs previous 13F not available
0.02% of the 13F portfolio, value $59,303.
13F-HR 0001912297-25-000001 filed by Global Wealth Strategies & Associates
Filed 2025-01-02 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).