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Oldfather Financial Services, LLC: PEP position timeline

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

Oldfather Financial Services, LLC held 2,060 PEP shares at 2025-12-31 per its 13F-HR filed 2026-01-16.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 2,060 shares
    Change vs previous 13F -9 shares

    0.09% of the 13F portfolio, value $295,678.

    13F-HR 0001775530-26-000001 filed by Oldfather Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 2,069 shares
    Change vs previous 13F +28 shares

    0.09% of the 13F portfolio, value $290,596.

    13F-HR 0001775530-25-000009 filed by Oldfather Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 2,041 shares
    Change vs previous 13F -183 shares

    0.09% of the 13F portfolio, value $269,462.

    13F-HR 0001775530-25-000006 filed by Oldfather Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 2,224 shares
    Change vs previous 13F -321 shares

    0.13% of the 13F portfolio, value $333,447.

    13F-HR 0001775530-25-000003 filed by Oldfather Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 2,545 shares
    Change vs previous 13F -19 shares

    0.15% of the 13F portfolio, value $387,064.

    13F-HR 0001775530-25-000001 filed by Oldfather Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 2,564 shares
    Change vs previous 13F +33 shares

    0.17% of the 13F portfolio, value $436,088.

    13F-HR 0001775530-24-000006 filed by Oldfather Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-06-30
    13F 2,531 shares
    Change vs previous 13F +10 shares

    0.17% of the 13F portfolio, value $417,455.

    13F-HR 0001775530-24-000003 filed by Oldfather Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-03-31
    13F 2,521 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $441,155.

    13F-HR 0001775530-24-000002 filed by Oldfather Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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