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River Wealth Advisors LLC: PEP position timeline

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

River Wealth Advisors LLC held 61,985 PEP shares at 2026-06-30 per its 13F-HR/A filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 61,985 shares
    Change vs previous 13F +1,099 shares

    0.88% of the 13F portfolio, value $8,392,738.

    13F-HR/A 0001642570-26-000008 filed by River Wealth Advisors 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 60,886 shares
    Change vs previous 13F -342 shares

    1.09% of the 13F portfolio, value $9,455,041.

    13F-HR 0001642570-26-000005 filed by River Wealth Advisors 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 61,228 shares
    Change vs previous 13F +9,463 shares

    0.99% of the 13F portfolio, value $8,787,478.

    13F-HR 0001642570-26-000003 filed by River Wealth Advisors 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 51,765 shares
    Change vs previous 13F +1,331 shares

    0.85% of the 13F portfolio, value $7,269,857.

    13F-HR 0001642570-25-000011 filed by River Wealth Advisors 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 50,434 shares
    Change vs previous 13F +955 shares

    0.83% of the 13F portfolio, value $6,659,320.

    13F-HR 0001642570-25-000009 filed by River Wealth Advisors 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 49,479 shares
    Change vs previous 13F -2,850 shares

    1.03% of the 13F portfolio, value $7,418,910.

    13F-HR 0001642570-25-000006 filed by River Wealth Advisors 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 52,329 shares
    Change vs previous 13F +1,459 shares

    1.05% of the 13F portfolio, value $7,957,123.

    13F-HR 0001642570-25-000004 filed by River Wealth Advisors 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 50,870 shares
    Change vs previous 13F not available

    1.15% of the 13F portfolio, value $8,650,483.

    13F-HR 0001642570-24-000009 filed by River Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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