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Northeast Financial Consultants Inc: PEP position timeline

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

Northeast Financial Consultants Inc held 21,855 PEP shares at 2025-06-30 per its 13F-HR filed 2025-08-15.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 21,855 shares
    Change vs previous 13F -1,184 shares

    0.12% of the 13F portfolio, value $2,885,700.

    13F-HR 0001599863-25-000007 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 23,039 shares
    Change vs previous 13F +22 shares

    0.15% of the 13F portfolio, value $3,454,411.

    13F-HR 0001599863-25-000005 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 23,017 shares
    Change vs previous 13F +22 shares

    0.15% of the 13F portfolio, value $3,500,038.

    13F-HR 0001599863-25-000003 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 22,995 shares
    Change vs previous 13F -101 shares

    0.17% of the 13F portfolio, value $3,910,382.

    13F-HR 0001599863-24-000010 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 23,096 shares
    Change vs previous 13F +42 shares

    0.18% of the 13F portfolio, value $3,809,270.

    13F-HR 0001599863-24-000008 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 23,054 shares
    Change vs previous 13F +159 shares

    0.2% of the 13F portfolio, value $4,034,610.

    13F-HR 0001599863-24-000006 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 22,895 shares
    Change vs previous 13F +8 shares

    0.22% of the 13F portfolio, value $3,888,505.

    13F-HR 0001599863-24-000002 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 22,887 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $3,877,924.

    13F-HR 0001599863-23-000009 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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