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Disclosery

Hopwood Financial Services, Inc.: PEP position timeline

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

Hopwood Financial Services, Inc. held 4,801 PEP shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,801 shares
    Change vs previous 13F -125 shares

    0.38% of the 13F portfolio, value $650,071.

    13F-HR 0001705819-26-000042 filed by Hopwood Financial Services, 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 4,926 shares
    Change vs previous 13F -156 shares

    0.52% of the 13F portfolio, value $765,017.

    13F-HR 0001705819-26-000036 filed by Hopwood Financial Services, 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 5,082 shares
    Change vs previous 13F +115 shares

    0.51% of the 13F portfolio, value $729,319.

    13F-HR 0001705819-26-000009 filed by Hopwood Financial Services, 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 4,967 shares
    Change vs previous 13F +36 shares

    0.47% of the 13F portfolio, value $697,517.

    13F-HR 0002023166-25-000005 filed by Hopwood Financial Services, 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 4,931 shares
    Change vs previous 13F -17 shares

    0.51% of the 13F portfolio, value $651,097.

    13F-HR 0002023166-25-000004 filed by Hopwood Financial Services, 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 4,948 shares
    Change vs previous 13F -99 shares

    0.57% of the 13F portfolio, value $741,908.

    13F-HR 0002023166-25-000003 filed by Hopwood Financial Services, 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 5,047 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $767,414.

    13F-HR 0002023166-25-000001 filed by Hopwood Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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