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NewEdge Advisors, LLC: PEP position timeline

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

NewEdge Advisors, LLC held 231,826 PEP shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 231,826 shares
    Change vs previous 13F +1,872 shares

    0.09% of the 13F portfolio, value $31,389,292.

    13F-HR 0001213900-26-088240 filed by NewEdge Advisors, 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/A 229,954 shares
    Change vs previous 13F -25,318 shares

    0.13% of the 13F portfolio, value $35,709,584.

    13F-HR/A 0001213900-26-064375 filed by NewEdge Advisors, 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 255,272 shares
    Change vs previous 13F +49,665 shares

    0.13% of the 13F portfolio, value $36,636,642.

    13F-HR 0001213900-26-017857 filed by NewEdge Advisors, 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 205,607 shares
    Change vs previous 13F +25,284 shares

    0.13% of the 13F portfolio, value $28,875,523.

    13F-HR 0001213900-25-111189 filed by NewEdge Advisors, 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 180,323 shares
    Change vs previous 13F -7,545 shares

    0.12% of the 13F portfolio, value $23,809,761.

    13F-HR 0001213900-25-076165 filed by NewEdge Advisors, 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 187,868 shares
    Change vs previous 13F -6,815 shares

    0.17% of the 13F portfolio, value $28,168,932.

    13F-HR 0001213900-25-043870 filed by NewEdge Advisors, 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 194,683 shares
    Change vs previous 13F -2,620 shares

    0.18% of the 13F portfolio, value $29,603,356.

    13F-HR 0001213900-25-013610 filed by NewEdge Advisors, LLC
    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 197,303 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $33,551,202.

    13F-HR 0001213900-24-097991 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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