Prasad Wealth Partners, LLC: PEP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Prasad Wealth Partners, LLC on PEP, newest first. How the timeline and the estimate are built.
Prasad Wealth Partners, LLC held 16,185 PEP shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 16,185 sharesChange vs previous 13F +10 shares
0.53% of the 13F portfolio, value $2,191,412.
13F-HR 0001765380-26-000234 filed by Prasad Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 16,175 sharesChange vs previous 13F -174 shares
0.68% of the 13F portfolio, value $2,511,862.
13F-HR 0001765380-26-000125 filed by Prasad Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 16,349 sharesChange vs previous 13F +114 shares
0.63% of the 13F portfolio, value $2,346,342.
13F-HR 0001765380-26-000039 filed by Prasad Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 16,235 sharesChange vs previous 13F -892 shares
0.64% of the 13F portfolio, value $2,280,094.
13F-HR 0002048885-25-000002 filed by Prasad Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 17,127 sharesChange vs previous 13F not available
0.66% of the 13F portfolio, value $2,261,444.
13F-HR 0001765380-25-000258 filed by Prasad Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).