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Trellis Wealth Advisors LLC: PEP position timeline

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

Trellis Wealth Advisors LLC held 4,820 PEP shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,820 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $652,628.

    13F-HR 0001172661-26-002620 filed by Trellis Wealth Advisors 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 4,820 shares
    Change vs previous 13F -680 shares

    0.28% of the 13F portfolio, value $748,498.

    13F-HR 0001172661-26-001493 filed by Trellis Wealth Advisors 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 5,500 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $789,360.

    13F-HR 0001172661-26-000309 filed by Trellis Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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