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LiftPoint Family Wealth Advisors LLC: PEP position timeline

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

LiftPoint Family Wealth Advisors LLC held 0 PEP shares at 2026-03-31 per its 13F-HR filed 2026-04-29.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -2,386 shares

    13F-HR 0002110810-26-000002 filed by LiftPoint Family Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

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

  2. period ended2025-12-31
    13F 2,386 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $342,439.

    13F-HR 0002110810-26-000001 filed by LiftPoint Family Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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