Skip to content
Disclosery

Net Worth Advisory Group: PEP position timeline

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

Net Worth Advisory Group held 2,637 PEP shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,637 shares
    Change vs previous 13F -879 shares

    0.09% of the 13F portfolio, value $357,078.

    13F-HR 0001754960-26-000481 filed by Net Worth Advisory Group
    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 3,516 shares
    Change vs previous 13F -433 shares

    0.11% of the 13F portfolio, value $546,005.

    13F-HR 0001754960-26-000355 filed by Net Worth Advisory Group
    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 3,949 shares
    Change vs previous 13F +55 shares

    0.11% of the 13F portfolio, value $566,740.

    13F-HR 0001754960-26-000043 filed by Net Worth Advisory Group
    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 3,894 shares
    Change vs previous 13F -1,071 shares

    0.16% of the 13F portfolio, value $546,836.

    13F-HR 0001754960-25-000668 filed by Net Worth Advisory Group
    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 4,965 shares
    Change vs previous 13F -5,353 shares

    0.15% of the 13F portfolio, value $655,549.

    13F-HR 0001754960-25-000454 filed by Net Worth Advisory Group
    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 10,318 shares
    Change vs previous 13F +1,065 shares

    0.49% of the 13F portfolio, value $1,547,036.

    13F-HR 0001754960-25-000198 filed by Net Worth Advisory Group
    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 9,253 shares
    Change vs previous 13F -1,731 shares

    0.43% of the 13F portfolio, value $1,406,981.

    13F-HR 0001754960-25-000114 filed by Net Worth Advisory Group
    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 10,984 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $1,867,854.

    13F-HR 0001754960-24-000507 filed by Net Worth Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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