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Nadler Financial Group, Inc.: PEP position timeline

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

Nadler Financial Group, Inc. held 3,157 PEP shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,157 shares
    Change vs previous 13F -10,532 shares

    0.04% of the 13F portfolio, value $427,473.

    13F-HR 0001541787-26-000008 filed by Nadler Financial Group, 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 13,689 shares
    Change vs previous 13F +10,064 shares

    0.2% of the 13F portfolio, value $2,125,760.

    13F-HR 0001541787-26-000006 filed by Nadler Financial Group, 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 3,625 shares
    Change vs previous 13F -1,012 shares

    0.05% of the 13F portfolio, value $520,253.

    13F-HR 0001541787-26-000005 filed by Nadler Financial Group, 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 4,637 shares
    Change vs previous 13F -649 shares

    0.06% of the 13F portfolio, value $651,214.

    13F-HR 0001541787-25-000008 filed by Nadler Financial Group, 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 5,286 shares
    Change vs previous 13F -99 shares

    0.07% of the 13F portfolio, value $697,952.

    13F-HR 0001541787-25-000005 filed by Nadler Financial Group, 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 5,385 shares
    Change vs previous 13F -755 shares

    0.09% of the 13F portfolio, value $807,399.

    13F-HR 0001541787-25-000004 filed by Nadler Financial Group, 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 6,140 shares
    Change vs previous 13F -325 shares

    0.1% of the 13F portfolio, value $933,648.

    13F-HR 0001541787-25-000003 filed by Nadler Financial Group, Inc.
    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 6,465 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,099,373.

    13F-HR 0001541787-24-000007 filed by Nadler Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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