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Disclosery

Hughes Financial Services, LLC: PEP position timeline

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

Hughes Financial Services, LLC held 1,054 PEP shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,054 shares
    Change vs previous 13F -17 shares

    0.02% of the 13F portfolio, value $142,712.

    13F-HR 0002054465-26-000003 filed by Hughes Financial Services, 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 1,071 shares
    Change vs previous 13F -256 shares

    0.03% of the 13F portfolio, value $166,316.

    13F-HR 0002054465-26-000002 filed by Hughes Financial Services, 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 1,327 shares
    Change vs previous 13F -21 shares

    0.03% of the 13F portfolio, value $190,451.

    13F-HR 0002054465-26-000001 filed by Hughes Financial Services, 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 1,348 shares
    Change vs previous 13F +12 shares

    0.03% of the 13F portfolio, value $192,252.

    13F-HR 0002054465-25-000005 filed by Hughes Financial Services, 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 1,336 shares
    Change vs previous 13F -152 shares

    0.03% of the 13F portfolio, value $188,109.

    13F-HR 0002054465-25-000004 filed by Hughes Financial Services, 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 1,488 shares
    Change vs previous 13F +7 shares

    0.04% of the 13F portfolio, value $222,709.

    13F-HR 0002054465-25-000002 filed by Hughes Financial Services, 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 1,481 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $225,201.

    13F-HR 0002054465-25-000001 filed by Hughes Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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