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Disclosery

VANTAGE WEALTH: PEP position timeline

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

VANTAGE WEALTH held 130,905 PEP shares at 2025-12-31 per its 13F-HR filed 2026-01-14.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 130,905 shares
    Change vs previous 13F -1,075 shares

    4.06% of the 13F portfolio, value $18,787,486.

    13F-HR 0001172661-26-000188 filed by VANTAGE WEALTH
    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 131,980 shares
    Change vs previous 13F -1,925 shares

    4.03% of the 13F portfolio, value $18,535,271.

    13F-HR 0001172661-25-004278 filed by VANTAGE WEALTH
    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 133,905 shares
    Change vs previous 13F +13,172 shares

    4.01% of the 13F portfolio, value $17,680,816.

    13F-HR 0001172661-25-002565 filed by VANTAGE WEALTH
    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 120,733 shares
    Change vs previous 13F +14,505 shares

    4.09% of the 13F portfolio, value $18,102,706.

    13F-HR 0001569174-25-000005 filed by VANTAGE WEALTH
    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 106,228 shares
    Change vs previous 13F +1,800 shares

    3.48% of the 13F portfolio, value $16,153,030.

    13F-HR 0001569174-25-000002 filed by VANTAGE WEALTH
    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 104,428 shares
    Change vs previous 13F -350 shares

    3.84% of the 13F portfolio, value $17,757,981.

    13F-HR 0001569174-24-000007 filed by VANTAGE WEALTH
    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 104,778 shares
    Change vs previous 13F +1,097 shares

    3.99% of the 13F portfolio, value $17,281,036.

    13F-HR 0001569174-24-000006 filed by VANTAGE WEALTH
    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 103,681 shares
    Change vs previous 13F not available

    4.23% of the 13F portfolio, value $18,145,212.

    13F-HR 0001569174-24-000005 filed by VANTAGE WEALTH
    Filed (acceptance time not in the bulk data set), ingested

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