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Investmark Advisory Group LLC: PEP position timeline

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

Investmark Advisory Group LLC held 24,154 PEP shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,154 shares
    Change vs previous 13F +824 shares

    1.24% of the 13F portfolio, value $3,270,469.

    13F-HR 0001172661-26-003182 filed by Investmark Advisory 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 23,330 shares
    Change vs previous 13F +505 shares

    1.55% of the 13F portfolio, value $3,623,023.

    13F-HR 0001172661-26-002249 filed by Investmark Advisory 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 22,825 shares
    Change vs previous 13F +239 shares

    1.4% of the 13F portfolio, value $3,275,917.

    13F-HR 0001172661-26-000347 filed by Investmark Advisory 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 22,586 shares
    Change vs previous 13F +670 shares

    1.38% of the 13F portfolio, value $3,172,081.

    13F-HR 0001172661-25-004399 filed by Investmark Advisory 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 21,916 shares
    Change vs previous 13F -615 shares

    1.36% of the 13F portfolio, value $2,893,873.

    13F-HR 0001172661-25-003439 filed by Investmark Advisory 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 22,531 shares
    Change vs previous 13F +326 shares

    1.67% of the 13F portfolio, value $3,378,415.

    13F-HR 0001172661-25-002023 filed by Investmark Advisory 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 22,205 shares
    Change vs previous 13F +247 shares

    1.66% of the 13F portfolio, value $3,376,596.

    13F-HR 0001172661-25-001322 filed by Investmark Advisory 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 21,958 shares
    Change vs previous 13F not available

    1.81% of the 13F portfolio, value $3,734,101.

    13F-HR 0001172661-24-005067 filed by Investmark Advisory Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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