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Disclosery

LifePro Asset Management: PEP position timeline

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

LifePro Asset Management held 3,505 PEP shares at 2024-09-30 per its 13F-HR filed 2024-10-09.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 3,505 shares
    Change vs previous 13F -40 shares

    0.36% of the 13F portfolio, value $595,997.

    13F-HR 0001213900-24-086507 filed by LifePro Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-06-30
    13F 3,545 shares
    Change vs previous 13F +74 shares

    0.42% of the 13F portfolio, value $584,624.

    13F-HR 0001213900-24-060518 filed by LifePro Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-03-31
    13F 3,471 shares
    Change vs previous 13F +114 shares

    0.4% of the 13F portfolio, value $607,496.

    13F-HR 0001213900-24-036051 filed by LifePro Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-12-31
    13F 3,357 shares
    Change vs previous 13F +39 shares

    0.44% of the 13F portfolio, value $570,182.

    13F-HR 0001213900-24-014539 filed by LifePro Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-09-30
    13F 3,318 shares
    Change vs previous 13F -290 shares

    0.46% of the 13F portfolio, value $562,142.

    13F-HR 0001013762-23-002096 filed by LifePro Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-06-30
    13F 3,608 shares
    Change vs previous 13F +662 shares

    0.52% of the 13F portfolio, value $668,209.

    13F-HR 0001213900-23-056248 filed by LifePro Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-03-31
    13F 2,946 shares
    Change vs previous 13F 0 shares

    0.39% of the 13F portfolio, value $532,297.

    13F-HR 0001213900-23-027056 filed by LifePro Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-12-31
    13F 2,946 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $532,297.

    13F-HR 0001213900-23-012050 filed by LifePro Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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