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HB Wealth Management, LLC: PEP position timeline

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

HB Wealth Management, LLC held 148,180 PEP shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 148,180 shares
    Change vs previous 13F -1,419 shares

    0.11% of the 13F portfolio, value $20,063,680.

    13F-HR 0001172661-26-002920 filed by HB Wealth Management, 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 149,599 shares
    Change vs previous 13F +1,032 shares

    0.15% of the 13F portfolio, value $23,231,275.

    13F-HR 0001172661-26-001543 filed by HB Wealth Management, 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 148,567 shares
    Change vs previous 13F +4,867 shares

    0.14% of the 13F portfolio, value $21,322,356.

    13F-HR 0001172661-26-000353 filed by HB Wealth Management, 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 143,700 shares
    Change vs previous 13F +14,993 shares

    0.14% of the 13F portfolio, value $20,181,313.

    13F-HR 0001172661-25-004398 filed by HB Wealth Management, 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 128,707 shares
    Change vs previous 13F -10,969 shares

    0.14% of the 13F portfolio, value $16,994,568.

    13F-HR 0001172661-25-002644 filed by HB Wealth Management, 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 139,676 shares
    Change vs previous 13F +37,629 shares

    0.18% of the 13F portfolio, value $20,943,130.

    13F-HR 0001172661-25-001594 filed by HB Wealth Management, 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 102,047 shares
    Change vs previous 13F +1,617 shares

    0.16% of the 13F portfolio, value $15,517,343.

    13F-HR 0001172661-25-000193 filed by HB Wealth Management, 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 100,430 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $17,078,167.

    13F-HR 0001172661-24-004257 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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