Skip to content

ICW Investment Advisors LLC: PEP position timeline

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

ICW Investment Advisors LLC held 23,991 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 23,991 shares
    Change vs previous 13F +94 shares

    1.14% of the 13F portfolio, value $3,248,396.

    13F-HR 0001172661-26-003072 filed by ICW Investment Advisors 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 23,897 shares
    Change vs previous 13F +991 shares

    1.34% of the 13F portfolio, value $3,710,900.

    13F-HR 0001172661-26-001646 filed by ICW Investment Advisors 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 22,906 shares
    Change vs previous 13F -220 shares

    1.2% of the 13F portfolio, value $3,287,527.

    13F-HR 0001172661-26-000547 filed by ICW Investment Advisors 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 23,126 shares
    Change vs previous 13F +1,152 shares

    1.18% of the 13F portfolio, value $3,247,800.

    13F-HR 0001172661-25-004610 filed by ICW Investment Advisors 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 21,974 shares
    Change vs previous 13F +572 shares

    1.15% of the 13F portfolio, value $2,901,412.

    13F-HR 0001172661-25-003376 filed by ICW Investment Advisors 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 21,402 shares
    Change vs previous 13F +330 shares

    1.31% of the 13F portfolio, value $3,209,052.

    13F-HR 0001172661-25-002182 filed by ICW Investment Advisors 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 21,072 shares
    Change vs previous 13F +159 shares

    1.34% of the 13F portfolio, value $3,204,201.

    13F-HR 0001172661-25-000660 filed by ICW Investment Advisors 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 20,913 shares
    Change vs previous 13F not available

    1.48% of the 13F portfolio, value $3,556,405.

    13F-HR 0001172661-24-004575 filed by ICW Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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