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RITHOLTZ WEALTH MANAGEMENT: PEP position timeline

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

RITHOLTZ WEALTH MANAGEMENT held 31,206 PEP shares at 2026-06-30 per its 13F-HR/A filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 31,206 shares
    Change vs previous 13F -984 shares

    0.06% of the 13F portfolio, value $4,225,278.

    13F-HR/A 0001698218-26-000006 filed by RITHOLTZ WEALTH MANAGEMENT
    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 32,190 shares
    Change vs previous 13F -356 shares

    0.09% of the 13F portfolio, value $4,998,749.

    13F-HR 0001698218-26-000003 filed by RITHOLTZ WEALTH MANAGEMENT
    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 32,546 shares
    Change vs previous 13F +8,099 shares

    0.09% of the 13F portfolio, value $4,670,991.

    13F-HR 0001698218-26-000001 filed by RITHOLTZ WEALTH MANAGEMENT
    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 24,447 shares
    Change vs previous 13F +8,774 shares

    0.07% of the 13F portfolio, value $3,433,284.

    13F-HR 0001698218-25-000004 filed by RITHOLTZ WEALTH MANAGEMENT
    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 15,673 shares
    Change vs previous 13F -1,462 shares

    0.05% of the 13F portfolio, value $2,069,423.

    13F-HR 0001085146-25-004188 filed by RITHOLTZ WEALTH MANAGEMENT
    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 17,135 shares
    Change vs previous 13F +4,005 shares

    0.08% of the 13F portfolio, value $2,569,186.

    13F-HR 0001085146-25-002136 filed by RITHOLTZ WEALTH MANAGEMENT
    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 13,130 shares
    Change vs previous 13F -3,308 shares

    0.06% of the 13F portfolio, value $1,996,515.

    13F-HR 0001085146-25-000201 filed by RITHOLTZ WEALTH MANAGEMENT
    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 16,438 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,795,198.

    13F-HR 0001085146-24-004785 filed by RITHOLTZ WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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