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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

  1. period ended2026-06-30
    13F 16,185 shares
    Change 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), ingested

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

  2. period ended2026-03-31
    13F 16,175 shares
    Change 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), ingested

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

  3. period ended2025-12-31
    13F 16,349 shares
    Change 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), ingested

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

  4. period ended2025-09-30
    13F 16,235 shares
    Change 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), ingested

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

  5. period ended2025-06-30
    13F 17,127 shares
    Change 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), ingested

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