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MOKAN Wealth Management Inc.: PEP position timeline

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

MOKAN Wealth Management Inc. held 9,407 PEP shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,407 shares
    Change vs previous 13F +495 shares

    0.49% of the 13F portfolio, value $1,273,144.

    13F-HR 0002053727-26-000003 filed by MOKAN Wealth Management Inc.
    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 8,912 shares
    Change vs previous 13F -4,507 shares

    0.61% of the 13F portfolio, value $1,383,350.

    13F-HR 0002053727-26-000002 filed by MOKAN Wealth Management Inc.
    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 13,419 shares
    Change vs previous 13F -1,082 shares

    0.85% of the 13F portfolio, value $1,926,560.

    13F-HR 0002053727-26-000001 filed by MOKAN Wealth Management Inc.
    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 14,501 shares
    Change vs previous 13F -1,325 shares

    1.02% of the 13F portfolio, value $2,036,964.

    13F-HR 0002053727-25-000002 filed by MOKAN Wealth Management Inc.
    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 15,826 shares
    Change vs previous 13F +3,686 shares

    1.17% of the 13F portfolio, value $2,089,409.

    13F-HR 0001085146-25-004166 filed by MOKAN Wealth Management Inc.
    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 12,140 shares
    Change vs previous 13F +1,120 shares

    1.1% of the 13F portfolio, value $1,819,502.

    13F-HR 0001085146-25-002264 filed by MOKAN Wealth Management Inc.
    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 11,020 shares
    Change vs previous 13F not available

    1.07% of the 13F portfolio, value $1,676,248.

    13F-HR 0001085146-25-000648 filed by MOKAN Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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