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Miller Financial Services LLC: PEP position timeline

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

Miller Financial Services LLC held 51,600 PEP shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 51,600 shares
    Change vs previous 13F +41,124 shares

    5.64% of the 13F portfolio, value $6,986,661.

    13F-HR 0002022893-26-000005 filed by Miller Financial Services 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 10,476 shares
    Change vs previous 13F -901 shares

    1.81% of the 13F portfolio, value $1,626,787.

    13F-HR 0002022893-26-000004 filed by Miller Financial Services 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 11,377 shares
    Change vs previous 13F +230 shares

    1.91% of the 13F portfolio, value $1,632,854.

    13F-HR 0002022893-26-000001 filed by Miller Financial Services 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 11,147 shares
    Change vs previous 13F +1,373 shares

    1.81% of the 13F portfolio, value $1,565,511.

    13F-HR 0002022893-25-000008 filed by Miller Financial Services 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 9,774 shares
    Change vs previous 13F +1,585 shares

    1.65% of the 13F portfolio, value $1,290,617.

    13F-HR 0002022893-25-000005 filed by Miller Financial Services 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 8,189 shares
    Change vs previous 13F +683 shares

    1.76% of the 13F portfolio, value $1,227,932.

    13F-HR 0002022893-25-000003 filed by Miller Financial Services 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 7,506 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $1,141,339.

    13F-HR 0002022893-25-000002 filed by Miller Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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