Stillwater Wealth Management Group: PEP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Stillwater Wealth Management Group on PEP, newest first. How the timeline and the estimate are built.
Stillwater Wealth Management Group held 2,024 PEP shares at 2026-03-31 per its 13F-HR filed 2026-05-11.
the latest 13F is the newest step
- period ended2026-03-3113F 2,024 sharesChange vs previous 13F -49 shares
0.19% of the 13F portfolio, value $314,307.
13F-HR 0002063941-26-000002 filed by Stillwater Wealth Management Group
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,073 sharesChange vs previous 13F -117 shares
0.2% of the 13F portfolio, value $297,517.
13F-HR 0002063941-26-000001 filed by Stillwater Wealth Management Group
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,190 sharesChange vs previous 13F -1,050 shares
0.22% of the 13F portfolio, value $307,564.
13F-HR 0002063941-25-000005 filed by Stillwater Wealth Management Group
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 3,240 sharesChange vs previous 13F -500 shares
0.42% of the 13F portfolio, value $485,806.
13F-HR 0002063941-25-000002 filed by Stillwater Wealth Management Group
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 3,740 sharesChange vs previous 13F not available
0.51% of the 13F portfolio, value $568,704.
13F-HR 0002063941-25-000001 filed by Stillwater Wealth Management Group
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).