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PFG Advisors: PEP position timeline

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

PFG Advisors held 9,685 PEP shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,685 shares
    Change vs previous 13F +756 shares

    0.07% of the 13F portfolio, value $1,311,288.

    13F-HR 0001694435-26-000003 filed by PFG Advisors
    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 8,929 shares
    Change vs previous 13F +1,416 shares

    0.07% of the 13F portfolio, value $1,386,516.

    13F-HR 0001694435-26-000002 filed by PFG Advisors
    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 7,513 shares
    Change vs previous 13F -2,560 shares

    0.05% of the 13F portfolio, value $1,078,261.

    13F-HR 0001694435-26-000001 filed by PFG Advisors
    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 10,073 shares
    Change vs previous 13F +1,426 shares

    0.06% of the 13F portfolio, value $1,414,720.

    13F-HR 0001694435-25-000003 filed by PFG Advisors
    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 8,647 shares
    Change vs previous 13F -2 shares

    0.05% of the 13F portfolio, value $1,141,648.

    13F-HR 0001085146-25-004663 filed by PFG Advisors
    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 8,649 shares
    Change vs previous 13F +681 shares

    0.07% of the 13F portfolio, value $1,296,700.

    13F-HR 0001085146-25-002613 filed by PFG Advisors
    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 7,968 shares
    Change vs previous 13F -1,893 shares

    0.07% of the 13F portfolio, value $1,211,595.

    13F-HR 0001085146-25-000915 filed by PFG Advisors
    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 9,861 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,676,760.

    13F-HR 0001085146-24-004903 filed by PFG Advisors
    Filed (acceptance time not in the bulk data set), ingested

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