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Hartford Financial Management Inc.: PEP position timeline

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

Hartford Financial Management Inc. held 6,729 PEP shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,729 shares
    Change vs previous 13F -6,493 shares

    0.2% of the 13F portfolio, value $911,107.

    13F-HR 0001352526-26-000004 filed by Hartford Financial Management Inc.
    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 13,222 shares
    Change vs previous 13F +174 shares

    0.52% of the 13F portfolio, value $2,053,188.

    13F-HR 0001352526-26-000003 filed by Hartford Financial Management Inc.
    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 13,048 shares
    Change vs previous 13F -71 shares

    0.49% of the 13F portfolio, value $1,872,597.

    13F-HR 0001352526-26-000001 filed by Hartford Financial Management Inc.
    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 13,119 shares
    Change vs previous 13F -44 shares

    0.49% of the 13F portfolio, value $1,842,382.

    13F-HR 0001352526-25-000009 filed by Hartford Financial Management Inc.
    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 13,163 shares
    Change vs previous 13F -17,158 shares

    0.48% of the 13F portfolio, value $1,737,995.

    13F-HR 0001352526-25-000004 filed by Hartford Financial Management Inc.
    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 30,321 shares
    Change vs previous 13F -169 shares

    0.94% of the 13F portfolio, value $4,546,276.

    13F-HR 0001352526-25-000002 filed by Hartford Financial Management Inc.
    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 30,490 shares
    Change vs previous 13F +99 shares

    0.95% of the 13F portfolio, value $4,636,254.

    13F-HR 0001352526-25-000001 filed by Hartford Financial Management Inc.
    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 30,391 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $5,167,928.

    13F-HR 0001352526-24-000004 filed by Hartford Financial Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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