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Successful Portfolios LLC: PEP position timeline

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

Successful Portfolios LLC held 4,034 PEP shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 4,034 shares
    Change vs previous 13F -70 shares

    0.23% of the 13F portfolio, value $506,954.

    13F-HR 0001085146-26-000857 filed by Successful Portfolios LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 4,104 shares
    Change vs previous 13F -77 shares

    0.26% of the 13F portfolio, value $564,267.

    13F-HR 0001721780-26-000005 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 4,181 shares
    Change vs previous 13F -20 shares

    0.36% of the 13F portfolio, value $650,752.

    13F-HR 0001721780-26-000002 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 4,201 shares
    Change vs previous 13F -17 shares

    0.3% of the 13F portfolio, value $587,752.

    13F-HR 0001721780-26-000001 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 4,218 shares
    Change vs previous 13F -90 shares

    0.35% of the 13F portfolio, value $592,366.

    13F-HR 0001721780-25-000002 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 4,308 shares
    Change vs previous 13F 0 shares

    0.35% of the 13F portfolio, value $568,828.

    13F-HR 0001085146-25-003992 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 4,308 shares
    Change vs previous 13F -85 shares

    0.44% of the 13F portfolio, value $645,942.

    13F-HR 0001085146-25-002063 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 4,393 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $668,000.

    13F-HR 0001085146-25-000241 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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