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Private Advisor Group, LLC: PEP position timeline

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

Private Advisor Group, LLC held 124,274 PEP shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 124,274 shares
    Change vs previous 13F -42,397 shares

    0.08% of the 13F portfolio, value $16,826,709.

    13F-HR 0001567755-26-000003 filed by Private Advisor Group, 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 166,671 shares
    Change vs previous 13F +4,586 shares

    0.12% of the 13F portfolio, value $25,882,304.

    13F-HR 0001567755-26-000002 filed by Private Advisor Group, 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 162,085 shares
    Change vs previous 13F +11,413 shares

    0.11% of the 13F portfolio, value $23,262,355.

    13F-HR 0001567755-26-000001 filed by Private Advisor Group, 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 150,672 shares
    Change vs previous 13F -14,640 shares

    0.1% of the 13F portfolio, value $21,160,386.

    13F-HR 0001567755-25-000002 filed by Private Advisor Group, 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 165,312 shares
    Change vs previous 13F +7,799 shares

    0.12% of the 13F portfolio, value $21,827,864.

    13F-HR 0001085146-25-004775 filed by Private Advisor Group, 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 157,513 shares
    Change vs previous 13F -10,613 shares

    0.14% of the 13F portfolio, value $23,617,570.

    13F-HR 0001085146-25-002584 filed by Private Advisor Group, 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 168,126 shares
    Change vs previous 13F -17,052 shares

    0.14% of the 13F portfolio, value $25,565,235.

    13F-HR 0001085146-25-000667 filed by Private Advisor Group, 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 185,178 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $31,489,837.

    13F-HR 0001085146-24-005050 filed by Private Advisor Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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