Skip to content
Disclosery

Pathway Financial Advisers, LLC: PEP position timeline

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

Pathway Financial Advisers, LLC held 39,871 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 39,871 shares
    Change vs previous 13F +227 shares

    1.36% of the 13F portfolio, value $5,398,473.

    13F-HR 0002024152-26-000003 filed by Pathway Financial Advisers, 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 39,644 shares
    Change vs previous 13F -27 shares

    1.74% of the 13F portfolio, value $6,156,317.

    13F-HR 0002024152-26-000002 filed by Pathway Financial Advisers, 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 39,671 shares
    Change vs previous 13F -504 shares

    1.65% of the 13F portfolio, value $5,693,525.

    13F-HR 0002024152-26-000001 filed by Pathway Financial Advisers, 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 40,175 shares
    Change vs previous 13F +2,250 shares

    1.64% of the 13F portfolio, value $5,617,295.

    13F-HR 0002024152-25-000006 filed by Pathway Financial Advisers, 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 37,925 shares
    Change vs previous 13F +1,167 shares

    1.62% of the 13F portfolio, value $5,007,553.

    13F-HR 0002024152-25-000003 filed by Pathway Financial Advisers, 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 36,758 shares
    Change vs previous 13F +604 shares

    1.89% of the 13F portfolio, value $5,511,446.

    13F-HR 0002024152-25-000002 filed by Pathway Financial Advisers, 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 36,154 shares
    Change vs previous 13F +428 shares

    1.84% of the 13F portfolio, value $5,497,477.

    13F-HR 0002024152-25-000001 filed by Pathway Financial Advisers, 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/A 35,726 shares
    Change vs previous 13F not available

    2.77% of the 13F portfolio, value $6,075,280.

    13F-HR/A 0002024152-24-000009 filed by Pathway Financial Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

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