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HighPoint Advisor Group LLC: PEP position timeline

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

HighPoint Advisor Group LLC held 9,343 PEP shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,343 shares
    Change vs previous 13F +928 shares

    0.04% of the 13F portfolio, value $1,265,070.

    13F-HR 0001616034-26-000005 filed by HighPoint Advisor Group 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 8,415 shares
    Change vs previous 13F -41,076 shares

    0.05% of the 13F portfolio, value $1,306,809.

    13F-HR 0001616034-26-000004 filed by HighPoint Advisor Group 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/A 49,491 shares
    Change vs previous 13F +5,544 shares

    0.16% of the 13F portfolio, value $7,103,020.

    13F-HR 0001616034-26-000001 filed by HighPoint Advisor Group 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 43,947 shares
    Change vs previous 13F -100 shares

    0.29% of the 13F portfolio, value $6,171,887.

    13F-HR 0001616034-25-000010 filed by HighPoint Advisor Group 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 44,047 shares
    Change vs previous 13F -3,870 shares

    0.31% of the 13F portfolio, value $5,815,969.

    13F-HR 0001616034-25-000008 filed by HighPoint Advisor Group 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 47,917 shares
    Change vs previous 13F -1,648 shares

    0.37% of the 13F portfolio, value $6,435,767.

    13F-HR 0001616034-25-000006 filed by HighPoint Advisor Group 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 49,565 shares
    Change vs previous 13F -3,732 shares

    0.39% of the 13F portfolio, value $7,234,869.

    13F-HR 0001616034-25-000003 filed by HighPoint Advisor Group 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 53,297 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $9,063,236.

    13F-HR 0001616034-24-000009 filed by HighPoint Advisor Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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