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TOTH FINANCIAL ADVISORY CORP: PEP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TOTH FINANCIAL ADVISORY CORP on PEP, newest first. How the timeline and the estimate are built.

TOTH FINANCIAL ADVISORY CORP held 52,205 PEP shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 52,205 shares
    Change vs previous 13F -9,597 shares

    0.66% of the 13F portfolio, value $6,615,359.

    13F-HR 0000866780-26-000004 filed by TOTH FINANCIAL ADVISORY CORP
    Accepted , ingested

  2. period ended2026-06-30
    13F 61,802 shares
    Change vs previous 13F -864 shares

    0.82% of the 13F portfolio, value $8,367,943.

    13F-HR 0000866780-26-000003 filed by TOTH FINANCIAL ADVISORY CORP
    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 62,666 shares
    Change vs previous 13F +3,094 shares

    1.07% of the 13F portfolio, value $9,731,403.

    13F-HR 0000866780-26-000002 filed by TOTH FINANCIAL ADVISORY CORP
    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 59,572 shares
    Change vs previous 13F +5,173 shares

    0.93% of the 13F portfolio, value $8,549,841.

    13F-HR 0000866780-26-000001 filed by TOTH FINANCIAL ADVISORY CORP
    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 54,399 shares
    Change vs previous 13F +1,888 shares

    0.82% of the 13F portfolio, value $7,639,810.

    13F-HR 0000866780-25-000005 filed by TOTH FINANCIAL ADVISORY CORP
    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 52,511 shares
    Change vs previous 13F -6,283 shares

    0.81% of the 13F portfolio, value $6,933,509.

    13F-HR 0000866780-25-000003 filed by TOTH FINANCIAL ADVISORY CORP
    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 58,794 shares
    Change vs previous 13F +1,002 shares

    1.06% of the 13F portfolio, value $8,815,567.

    13F-HR 0000866780-25-000002 filed by TOTH FINANCIAL ADVISORY CORP
    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 57,792 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $8,787,818.

    13F-HR 0000866780-25-000001 filed by TOTH FINANCIAL ADVISORY CORP
    Filed (acceptance time not in the bulk data set), ingested

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