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Disclosery

Nvest Financial, LLC: PEP position timeline

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

Nvest Financial, LLC held 1,958 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 1,958 shares
    Change vs previous 13F -31 shares

    0.08% of the 13F portfolio, value $265,085.

    13F-HR 0001951757-26-001090 filed by Nvest Financial, 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 1,989 shares
    Change vs previous 13F -131 shares

    0.12% of the 13F portfolio, value $308,821.

    13F-HR 0001951757-26-000748 filed by Nvest Financial, 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 2,120 shares
    Change vs previous 13F +198 shares

    0.13% of the 13F portfolio, value $304,195.

    13F-HR 0001951757-26-000418 filed by Nvest Financial, 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 1,922 shares
    Change vs previous 13F -16,904 shares

    0.16% of the 13F portfolio, value $269,860.

    13F-HR 0001951757-25-001414 filed by Nvest Financial, 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 18,826 shares
    Change vs previous 13F -4,632 shares

    1.29% of the 13F portfolio, value $2,485,737.

    13F-HR 0001085146-25-004208 filed by Nvest Financial, 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 23,458 shares
    Change vs previous 13F -777 shares

    1.88% of the 13F portfolio, value $3,517,333.

    13F-HR 0001085146-25-002281 filed by Nvest Financial, 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 24,235 shares
    Change vs previous 13F +4,138 shares

    1.87% of the 13F portfolio, value $3,685,105.

    13F-HR 0001085146-25-000413 filed by Nvest Financial, 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 20,097 shares
    Change vs previous 13F not available

    1.95% of the 13F portfolio, value $3,417,473.

    13F-HR 0001085146-24-004757 filed by Nvest Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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