LANDAAS & CO /WI /ADV: PEP position timeline

LANDAAS & CO /WI /ADV held 0 PEP shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 0 shares

   Change vs previous 13F -1,402 shares

   13F-HR 0000913990-26-000011 filed by LANDAAS & CO /WI /ADV
   Filed 2026-07-21 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

   Exited: the 13F for this period no longer lists the position.

2. period ended2026-03-31

   13F 1,402 shares

   Change vs previous 13F -56 shares

   0.05% of the 13F portfolio, value $217,779.

   13F-HR 0000913990-26-000010 filed by LANDAAS & CO /WI /ADV
   Filed 2026-04-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 1,458 shares

   Change vs previous 13F -300 shares

   0.05% of the 13F portfolio, value $209,287.

   13F-HR 0000913990-26-000006 filed by LANDAAS & CO /WI /ADV
   Filed 2026-01-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 1,758 shares

   Change vs previous 13F 0 shares

   0.06% of the 13F portfolio, value $247,000.

   13F-HR 0001104659-25-106012 filed by LANDAAS & CO /WI /ADV
   Filed 2025-11-04 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 1,758 shares

   Change vs previous 13F +49 shares

   0.06% of the 13F portfolio, value $232,000.

   13F-HR 0001104659-25-075989 filed by LANDAAS & CO /WI /ADV
   Filed 2025-08-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 1,709 shares

   Change vs previous 13F +107 shares

   0.07% of the 13F portfolio, value $256,000.

   13F-HR 0001104659-25-043909 filed by LANDAAS & CO /WI /ADV
   Filed 2025-05-02 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 1,602 shares

   Change vs previous 13F -281 shares

   0.07% of the 13F portfolio, value $244,000.

   13F-HR 0001104659-25-018020 filed by LANDAAS & CO /WI /ADV
   Filed 2025-02-27 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 1,883 shares

   Change vs previous 13F not available

   0.09% of the 13F portfolio, value $320,000.

   13F-HR 0001104659-24-116655 filed by LANDAAS & CO /WI /ADV
   Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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