Skip to content
Disclosery

Steward Partners Investment Advisory, LLC: PEP position timeline

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

Steward Partners Investment Advisory, LLC held 166,536 PEP shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 166,536 shares
    Change vs previous 13F +6,547 shares

    0.12% of the 13F portfolio, value $22,549,023.

    13F-HR 0001723397-26-000005 filed by Steward Partners Investment Advisory, 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 159,989 shares
    Change vs previous 13F +3,467 shares

    0.13% of the 13F portfolio, value $24,844,646.

    13F-HR 0001723397-26-000003 filed by Steward Partners Investment Advisory, 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 156,522 shares
    Change vs previous 13F +4,985 shares

    0.12% of the 13F portfolio, value $22,463,955.

    13F-HR 0001723397-26-000001 filed by Steward Partners Investment Advisory, 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 151,537 shares
    Change vs previous 13F +4,302 shares

    0.12% of the 13F portfolio, value $21,281,808.

    13F-HR 0001723397-25-000009 filed by Steward Partners Investment Advisory, 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 147,235 shares
    Change vs previous 13F +2,035 shares

    0.15% of the 13F portfolio, value $19,440,886.

    13F-HR 0001723397-25-000005 filed by Steward Partners Investment Advisory, 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 145,200 shares
    Change vs previous 13F +3,004 shares

    0.19% of the 13F portfolio, value $21,771,269.

    13F-HR 0001723397-25-000004 filed by Steward Partners Investment Advisory, 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 142,196 shares
    Change vs previous 13F -2,814 shares

    0.19% of the 13F portfolio, value $21,622,413.

    13F-HR 0001723397-25-000001 filed by Steward Partners Investment Advisory, 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 145,010 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $24,659,004.

    13F-HR 0001723397-24-000008 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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