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SMITH SHELLNUT WILSON LLC /ADV: PEP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SMITH SHELLNUT WILSON LLC /ADV on PEP, newest first. How the timeline and the estimate are built.

SMITH SHELLNUT WILSON LLC /ADV held 20,115 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 20,115 shares
    Change vs previous 13F -187 shares

    1.02% of the 13F portfolio, value $2,723,571.

    13F-HR 0002085853-26-000925 filed by SMITH SHELLNUT WILSON LLC /ADV
    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 20,302 shares
    Change vs previous 13F -9 shares

    1.38% of the 13F portfolio, value $3,152,698.

    13F-HR 0002085853-26-000923 filed by SMITH SHELLNUT WILSON LLC /ADV
    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 20,311 shares
    Change vs previous 13F -161 shares

    1.12% of the 13F portfolio, value $2,915,035.

    13F-HR 0002085853-26-000922 filed by SMITH SHELLNUT WILSON LLC /ADV
    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 20,472 shares
    Change vs previous 13F -233 shares

    1.1% of the 13F portfolio, value $2,875,088.

    13F-HR 0002085853-25-000173 filed by SMITH SHELLNUT WILSON LLC /ADV
    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 20,705 shares
    Change vs previous 13F -153 shares

    1.19% of the 13F portfolio, value $2,733,888.

    13F-HR 0001667731-25-001044 filed by SMITH SHELLNUT WILSON LLC /ADV
    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 20,858 shares
    Change vs previous 13F +272 shares

    1.43% of the 13F portfolio, value $3,127,449.

    13F-HR 0001667731-25-000454 filed by SMITH SHELLNUT WILSON LLC /ADV
    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 20,586 shares
    Change vs previous 13F -7 shares

    1.39% of the 13F portfolio, value $3,130,307.

    13F-HR 0001667731-25-000319 filed by SMITH SHELLNUT WILSON LLC /ADV
    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 20,593 shares
    Change vs previous 13F not available

    1.58% of the 13F portfolio, value $3,501,840.

    13F-HR 0000944317-24-000005 filed by SMITH SHELLNUT WILSON LLC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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