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Savvy Advisors, Inc.: PEP position timeline

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

Savvy Advisors, Inc. held 35,397 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 35,397 shares
    Change vs previous 13F +5,977 shares

    0.1% of the 13F portfolio, value $4,792,704.

    13F-HR 0002003633-26-000004 filed by Savvy Advisors, Inc.
    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 29,420 shares
    Change vs previous 13F +1,424 shares

    0.12% of the 13F portfolio, value $4,568,595.

    13F-HR 0002003633-26-000003 filed by Savvy Advisors, Inc.
    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 27,996 shares
    Change vs previous 13F +7,381 shares

    0.13% of the 13F portfolio, value $4,018,027.

    13F-HR 0002003633-26-000001 filed by Savvy Advisors, Inc.
    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 20,615 shares
    Change vs previous 13F +6,861 shares

    0.13% of the 13F portfolio, value $2,895,143.

    13F-HR 0002003633-25-000008 filed by Savvy Advisors, Inc.
    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 13,754 shares
    Change vs previous 13F +2,497 shares

    0.12% of the 13F portfolio, value $1,816,050.

    13F-HR 0002003633-25-000005 filed by Savvy Advisors, Inc.
    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 11,257 shares
    Change vs previous 13F +5,052 shares

    0.17% of the 13F portfolio, value $1,687,916.

    13F-HR 0002003633-25-000004 filed by Savvy Advisors, Inc.
    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 6,205 shares
    Change vs previous 13F +2,964 shares

    0.11% of the 13F portfolio, value $943,546.

    13F-HR 0002003633-25-000002 filed by Savvy Advisors, Inc.
    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 3,241 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $551,100.

    13F-HR 0002003633-24-000005 filed by Savvy Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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