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MB, LEVIS & ASSOCIATES, LLC: PEP position timeline

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

MB, LEVIS & ASSOCIATES, LLC held 6,321 PEP shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,321 shares
    Change vs previous 13F +83 shares

    0.32% of the 13F portfolio, value $855,803.

    13F-HR 0002065807-26-000004 filed by MB, LEVIS & ASSOCIATES, 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 6,238 shares
    Change vs previous 13F -74 shares

    0.4% of the 13F portfolio, value $968,706.

    13F-HR 0002065807-26-000002 filed by MB, LEVIS & ASSOCIATES, 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 6,312 shares
    Change vs previous 13F -194 shares

    0.38% of the 13F portfolio, value $905,925.

    13F-HR 0002065807-26-000001 filed by MB, LEVIS & ASSOCIATES, 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 6,506 shares
    Change vs previous 13F -409 shares

    0.4% of the 13F portfolio, value $913,721.

    13F-HR 0002065807-25-000017 filed by MB, LEVIS & ASSOCIATES, 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 6,915 shares
    Change vs previous 13F -3 shares

    0.4% of the 13F portfolio, value $913,051.

    13F-HR 0002065807-25-000014 filed by MB, LEVIS & ASSOCIATES, 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 6,918 shares
    Change vs previous 13F +6 shares

    0.48% of the 13F portfolio, value $1,037,315.

    13F-HR 0002065807-25-000012 filed by MB, LEVIS & ASSOCIATES, 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 6,912 shares
    Change vs previous 13F -55 shares

    0.53% of the 13F portfolio, value $1,051,037.

    13F-HR 0002065807-25-000011 filed by MB, LEVIS & ASSOCIATES, 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 6,967 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $1,184,748.

    13F-HR 0002065807-25-000010 filed by MB, LEVIS & ASSOCIATES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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