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Disclosery

Heritage Wealth Advisors: PEP position timeline

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

Heritage Wealth Advisors held 13,449 PEP shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,449 shares
    Change vs previous 13F -835 shares

    0.06% of the 13F portfolio, value $1,820,940.

    13F-HR 0001591122-26-000008 filed by Heritage Wealth Advisors
    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 14,284 shares
    Change vs previous 13F -3,939 shares

    0.09% of the 13F portfolio, value $2,218,095.

    13F-HR 0001591122-26-000003 filed by Heritage Wealth Advisors
    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 18,223 shares
    Change vs previous 13F -1,042 shares

    0.1% of the 13F portfolio, value $2,615,296.

    13F-HR 0001591122-26-000002 filed by Heritage Wealth Advisors
    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 19,265 shares
    Change vs previous 13F -263,498 shares

    0.12% of the 13F portfolio, value $2,705,509.

    13F-HR 0001591122-25-000010 filed by Heritage Wealth Advisors
    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 282,763 shares
    Change vs previous 13F -4,956 shares

    1.77% of the 13F portfolio, value $37,335,963.

    13F-HR 0001591122-25-000007 filed by Heritage Wealth Advisors
    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 287,719 shares
    Change vs previous 13F +16,601 shares

    2.19% of the 13F portfolio, value $43,140,514.

    13F-HR 0001591122-25-000004 filed by Heritage Wealth Advisors
    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 271,118 shares
    Change vs previous 13F +6,735 shares

    2.04% of the 13F portfolio, value $41,226,213.

    13F-HR 0001591122-25-000002 filed by Heritage Wealth Advisors
    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 264,383 shares
    Change vs previous 13F not available

    2.11% of the 13F portfolio, value $44,958,341.

    13F-HR 0001591122-24-000007 filed by Heritage Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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