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LongView Wealth Management: PEP position timeline

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

LongView Wealth Management held 2,158 PEP shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,158 shares
    Change vs previous 13F -515 shares

    0.07% of the 13F portfolio, value $292,193.

    13F-HR 0001990190-26-000003 filed by LongView Wealth Management
    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 2,673 shares
    Change vs previous 13F -1,866 shares

    0.1% of the 13F portfolio, value $416,213.

    13F-HR 0001990190-26-000002 filed by LongView Wealth Management
    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 4,539 shares
    Change vs previous 13F -131 shares

    0.15% of the 13F portfolio, value $641,572.

    13F-HR 0001990190-26-000001 filed by LongView Wealth Management
    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 4,670 shares
    Change vs previous 13F +96 shares

    0.18% of the 13F portfolio, value $655,810.

    13F-HR 0001990190-25-000008 filed by LongView Wealth Management
    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 4,574 shares
    Change vs previous 13F -42 shares

    0.18% of the 13F portfolio, value $603,947.

    13F-HR 0001990190-25-000004 filed by LongView Wealth Management
    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 4,616 shares
    Change vs previous 13F +160 shares

    0.21% of the 13F portfolio, value $692,151.

    13F-HR 0001990190-25-000003 filed by LongView Wealth Management
    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 4,456 shares
    Change vs previous 13F +95 shares

    0.21% of the 13F portfolio, value $677,579.

    13F-HR 0001990190-25-000001 filed by LongView Wealth Management
    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 4,361 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $741,588.

    13F-HR 0001990190-24-000005 filed by LongView Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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