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Monterey Private Wealth, Inc.: PEP position timeline

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

Monterey Private Wealth, Inc. held 6,274 PEP shares at 2025-03-31 per its 13F-HR filed 2025-05-14.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 6,274 shares
    Change vs previous 13F -591 shares

    0.28% of the 13F portfolio, value $940,649.

    13F-HR 0001839826-25-000003 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 6,865 shares
    Change vs previous 13F -203 shares

    0.34% of the 13F portfolio, value $1,043,968.

    13F-HR 0001839826-25-000001 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 7,068 shares
    Change vs previous 13F -280 shares

    0.41% of the 13F portfolio, value $1,201,998.

    13F-HR 0001839826-24-000006 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 7,348 shares
    Change vs previous 13F -307 shares

    0.45% of the 13F portfolio, value $1,211,829.

    13F-HR 0001839826-24-000004 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 7,655 shares
    Change vs previous 13F +22 shares

    0.54% of the 13F portfolio, value $1,339,686.

    13F-HR 0001839826-24-000003 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 7,633 shares
    Change vs previous 13F -32 shares

    0.59% of the 13F portfolio, value $1,296,447.

    13F-HR 0001839826-24-000001 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 7,665 shares
    Change vs previous 13F +16 shares

    0.65% of the 13F portfolio, value $1,298,754.

    13F-HR 0001839826-23-000005 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-06-30
    13F 7,649 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $1,416,659.

    13F-HR 0001839826-23-000004 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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