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Disclosery

NWAM LLC: PEP position timeline

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

NWAM LLC held 11,843 PEP shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,843 shares
    Change vs previous 13F +1,622 shares

    0.08% of the 13F portfolio, value $1,603,567.

    13F-HR 0001655006-26-000005 filed by NWAM 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 10,221 shares
    Change vs previous 13F -124 shares

    0.09% of the 13F portfolio, value $1,587,279.

    13F-HR 0001655006-26-000004 filed by NWAM 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 10,345 shares
    Change vs previous 13F -108 shares

    0.08% of the 13F portfolio, value $1,498,226.

    13F-HR 0001655006-26-000001 filed by NWAM 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/A 10,453 shares
    Change vs previous 13F -178 shares

    0.08% of the 13F portfolio, value $1,547,579.

    13F-HR/A 0001655006-26-000002 filed by NWAM 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/A 10,631 shares
    Change vs previous 13F +6,843 shares

    0.08% of the 13F portfolio, value $1,440,791.

    13F-HR/A 0001655006-26-000003 filed by NWAM 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 3,788 shares
    Change vs previous 13F -4,891 shares

    0.05% of the 13F portfolio, value $567,973.

    13F-HR 0001085146-25-002583 filed by NWAM 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 8,679 shares
    Change vs previous 13F -704 shares

    0.08% of the 13F portfolio, value $1,319,767.

    13F-HR 0001085146-25-000766 filed by NWAM 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 9,383 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,595,622.

    13F-HR 0001085146-24-005501 filed by NWAM LLC
    Filed (acceptance time not in the bulk data set), ingested

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