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Disclosery

King Wealth Management Group: PEP position timeline

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

King Wealth Management Group held 25,917 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 25,917 shares
    Change vs previous 13F -587 shares

    0.38% of the 13F portfolio, value $3,509,000.

    13F-HR 0001568235-26-000008 filed by King Wealth Management Group
    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 26,504 shares
    Change vs previous 13F +767 shares

    0.51% of the 13F portfolio, value $4,116,000.

    13F-HR 0001568235-26-000005 filed by King Wealth Management Group
    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 25,737 shares
    Change vs previous 13F -1,283 shares

    0.45% of the 13F portfolio, value $3,694,000.

    13F-HR 0001568235-26-000003 filed by King Wealth Management Group
    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 27,020 shares
    Change vs previous 13F -1,268 shares

    0.48% of the 13F portfolio, value $3,795,000.

    13F-HR 0001568235-25-000013 filed by King Wealth Management Group
    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 28,288 shares
    Change vs previous 13F -1,010 shares

    0.51% of the 13F portfolio, value $3,735,000.

    13F-HR 0001568235-25-000011 filed by King Wealth Management Group
    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 29,298 shares
    Change vs previous 13F -813 shares

    0.67% of the 13F portfolio, value $4,393,000.

    13F-HR 0001568235-25-000006 filed by King Wealth Management Group
    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 30,111 shares
    Change vs previous 13F +22 shares

    0.67% of the 13F portfolio, value $4,579,000.

    13F-HR 0001568235-25-000004 filed by King Wealth Management Group
    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 30,089 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $5,117,000.

    13F-HR 0001568235-24-000012 filed by King Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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