Skip to content
Disclosery

Tower View Wealth Management LLC: PEP position timeline

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

Tower View Wealth Management LLC held 4,370 PEP shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,370 shares
    Change vs previous 13F -551 shares

    0.26% of the 13F portfolio, value $591,656.

    13F-HR 0001729045-26-000003 filed by Tower View Wealth Management 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 4,921 shares
    Change vs previous 13F -1,963 shares

    0.39% of the 13F portfolio, value $764,166.

    13F-HR 0001729045-26-000002 filed by Tower View Wealth Management 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 6,884 shares
    Change vs previous 13F -1,143 shares

    0.49% of the 13F portfolio, value $987,946.

    13F-HR 0001729045-26-000001 filed by Tower View Wealth Management 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 8,027 shares
    Change vs previous 13F -1,257 shares

    0.58% of the 13F portfolio, value $1,127,308.

    13F-HR 0001729045-25-000008 filed by Tower View Wealth Management 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 9,284 shares
    Change vs previous 13F -5,788 shares

    0.64% of the 13F portfolio, value $1,225,853.

    13F-HR 0001729045-25-000006 filed by Tower View Wealth Management 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 15,072 shares
    Change vs previous 13F -195 shares

    1.32% of the 13F portfolio, value $2,259,830.

    13F-HR 0001729045-25-000005 filed by Tower View Wealth Management 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 15,267 shares
    Change vs previous 13F -156 shares

    1.23% of the 13F portfolio, value $2,321,501.

    13F-HR 0001729045-25-000001 filed by Tower View Wealth Management 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 15,423 shares
    Change vs previous 13F not available

    1.44% of the 13F portfolio, value $2,622,665.

    13F-HR 0001729045-24-000005 filed by Tower View Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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