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SAGESPRING WEALTH PARTNERS, LLC: PEP position timeline

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

SAGESPRING WEALTH PARTNERS, LLC held 16,285 PEP shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,285 shares
    Change vs previous 13F -1,743 shares

    0.03% of the 13F portfolio, value $2,205,049.

    13F-HR 0002056425-26-000006 filed by SAGESPRING 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 18,028 shares
    Change vs previous 13F +1,444 shares

    0.05% of the 13F portfolio, value $2,799,507.

    13F-HR 0002056425-26-000002 filed by SAGESPRING 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 16,584 shares
    Change vs previous 13F +2,345 shares

    0.04% of the 13F portfolio, value $2,380,073.

    13F-HR 0002056425-26-000001 filed by SAGESPRING 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 14,239 shares
    Change vs previous 13F +3,189 shares

    0.04% of the 13F portfolio, value $1,999,765.

    13F-HR 0002056425-25-000006 filed by SAGESPRING 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 11,050 shares
    Change vs previous 13F +830 shares

    0.03% of the 13F portfolio, value $1,459,017.

    13F-HR 0002056425-25-000004 filed by SAGESPRING WEALTH PARTNERS, 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 10,220 shares
    Change vs previous 13F +266 shares

    0.04% of the 13F portfolio, value $1,532,382.

    13F-HR 0002056425-25-000002 filed by SAGESPRING WEALTH PARTNERS, 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 9,954 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,513,636.

    13F-HR 0002056425-25-000001 filed by SAGESPRING WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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