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Marietta Wealth Management, LLC: PEP position timeline

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

Marietta Wealth Management, LLC held 61,667 PEP shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 61,667 shares
    Change vs previous 13F +1,574 shares

    0.86% of the 13F portfolio, value $8,349,726.

    13F-HR 0001697847-26-000006 filed by Marietta Wealth Management, LLC
    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 60,093 shares
    Change vs previous 13F -2,336 shares

    1.11% of the 13F portfolio, value $9,331,878.

    13F-HR 0001697847-26-000003 filed by Marietta Wealth Management, LLC
    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 62,429 shares
    Change vs previous 13F +402 shares

    1.04% of the 13F portfolio, value $8,959,752.

    13F-HR 0001697847-26-000002 filed by Marietta Wealth Management, LLC
    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 62,027 shares
    Change vs previous 13F +2,499 shares

    1.07% of the 13F portfolio, value $8,711,015.

    13F-HR 0001697847-25-000007 filed by Marietta Wealth Management, LLC
    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 59,528 shares
    Change vs previous 13F +2,253 shares

    1.02% of the 13F portfolio, value $7,860,038.

    13F-HR 0001697847-25-000005 filed by Marietta Wealth Management, LLC
    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 57,275 shares
    Change vs previous 13F +9,335 shares

    1.26% of the 13F portfolio, value $8,587,792.

    13F-HR 0001697847-25-000003 filed by Marietta Wealth Management, LLC
    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 47,940 shares
    Change vs previous 13F -1,848 shares

    1.05% of the 13F portfolio, value $7,289,761.

    13F-HR 0001697847-25-000002 filed by Marietta Wealth Management, LLC
    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 49,788 shares
    Change vs previous 13F not available

    1.23% of the 13F portfolio, value $8,466,455.

    13F-HR 0001697847-24-000005 filed by Marietta Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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