GW HENSSLER & ASSOCIATES LTD: PEP position timeline

GW HENSSLER & ASSOCIATES LTD held 72,299 PEP shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 72,299 shares

   Change vs previous 13F +63,284 shares

   0.44% of the 13F portfolio, value $9,789,221.

   13F-HR 0001172661-26-002877 filed by GW HENSSLER & ASSOCIATES LTD
   Filed 2026-07-28 (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).

2. period ended2026-03-31

   13F 9,015 shares

   Change vs previous 13F -10,504 shares

   0.07% of the 13F portfolio, value $1,399,912.

   13F-HR 0001172661-26-002261 filed by GW HENSSLER & ASSOCIATES LTD
   Filed 2026-05-15 (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).

3. period ended2025-12-31

   13F 19,519 shares

   Change vs previous 13F -101,491 shares

   0.13% of the 13F portfolio, value $2,801,299.

   13F-HR 0001172661-26-000567 filed by GW HENSSLER & ASSOCIATES LTD
   Filed 2026-02-10 (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).

4. period ended2025-09-30

   13F 121,010 shares

   Change vs previous 13F +1,361 shares

   0.85% of the 13F portfolio, value $16,994,590.

   13F-HR 0001080369-26-000001 filed by GW HENSSLER & ASSOCIATES LTD
   Filed 2026-01-23 (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).

5. period ended2025-06-30

   13F 119,649 shares

   Change vs previous 13F +1,197 shares

   0.84% of the 13F portfolio, value $15,798,445.

   13F-HR 0001080369-25-000009 filed by GW HENSSLER & ASSOCIATES LTD
   Filed 2025-07-25 (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).

6. period ended2025-03-31

   13F/A 118,452 shares

   Change vs previous 13F +1,177 shares

   1.02% of the 13F portfolio, value $17,760,640.

   13F-HR/A 0001080369-25-000007 filed by GW HENSSLER & ASSOCIATES LTD
   Filed 2025-05-15 (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).

7. period ended2024-12-31

   13F 117,275 shares

   Change vs previous 13F -1,094 shares

   1.14% of the 13F portfolio, value $19,942,666.

   13F-HR 0001080369-25-000002 filed by GW HENSSLER & ASSOCIATES LTD
   Filed 2025-01-24 (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).

8. period ended2024-09-30

   13F 118,369 shares

   Change vs previous 13F not available

   1.14% of the 13F portfolio, value $20,128,701.

   13F-HR 0001080369-24-000008 filed by GW HENSSLER & ASSOCIATES LTD
   Filed 2024-10-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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