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Disclosery

Stone Summit Wealth LLC: PEP position timeline

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

Stone Summit Wealth LLC held 19,018 PEP shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,018 shares
    Change vs previous 13F -634 shares

    0.65% of the 13F portfolio, value $2,575,037.

    13F-HR 0001754960-26-000614 filed by Stone Summit Wealth 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 19,652 shares
    Change vs previous 13F -4,535 shares

    0.85% of the 13F portfolio, value $3,051,759.

    13F-HR 0002085853-26-000460 filed by Stone Summit Wealth 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 24,187 shares
    Change vs previous 13F -248 shares

    0.94% of the 13F portfolio, value $3,471,318.

    13F-HR 0002085853-26-000102 filed by Stone Summit Wealth 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 24,435 shares
    Change vs previous 13F +862 shares

    0.97% of the 13F portfolio, value $3,431,651.

    13F-HR 0002085853-25-000137 filed by Stone Summit Wealth 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 23,573 shares
    Change vs previous 13F -2,719 shares

    0.96% of the 13F portfolio, value $3,112,579.

    13F-HR 0001667731-25-000854 filed by Stone Summit Wealth 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 26,292 shares
    Change vs previous 13F +1,111 shares

    1.34% of the 13F portfolio, value $3,942,222.

    13F-HR 0001667731-25-000518 filed by Stone Summit Wealth 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 25,181 shares
    Change vs previous 13F -2,214 shares

    1.28% of the 13F portfolio, value $3,829,023.

    13F-HR 0001667731-25-000149 filed by Stone Summit Wealth 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 27,395 shares
    Change vs previous 13F not available

    1.5% of the 13F portfolio, value $4,658,520.

    13F-HR 0001908192-24-000004 filed by Stone Summit Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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