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Signature Wealth Management Group: PEP position timeline

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

Signature Wealth Management Group held 28,358 PEP shares at 2026-03-31 per its 13F-HR filed 2026-04-01.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 28,358 shares
    Change vs previous 13F +349 shares

    1.67% of the 13F portfolio, value $4,403,689.

    13F-HR 0001736666-26-000002 filed by Signature Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 28,009 shares
    Change vs previous 13F +184 shares

    1.64% of the 13F portfolio, value $4,019,810.

    13F-HR 0001736666-26-000001 filed by Signature Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 27,825 shares
    Change vs previous 13F +2,224 shares

    1.52% of the 13F portfolio, value $3,907,702.

    13F-HR 0001736666-25-000006 filed by Signature Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 25,601 shares
    Change vs previous 13F +1,433 shares

    1.33% of the 13F portfolio, value $3,380,404.

    13F-HR 0001736666-25-000005 filed by Signature Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 24,168 shares
    Change vs previous 13F not available

    1.41% of the 13F portfolio, value $3,623,711.

    13F-HR 0001736666-25-000003 filed by Signature Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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