Skip to content
Disclosery

TRUE Private Wealth Advisors: PEP position timeline

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

TRUE Private Wealth Advisors held 6,547 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 6,547 shares
    Change vs previous 13F -412 shares

    0.08% of the 13F portfolio, value $886,512.

    13F-HR 0001172661-26-002754 filed by TRUE Private Wealth Advisors
    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 6,959 shares
    Change vs previous 13F -16,829 shares

    0.1% of the 13F portfolio, value $1,080,799.

    13F-HR 0001172661-26-002230 filed by TRUE Private Wealth Advisors
    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 23,788 shares
    Change vs previous 13F -260 shares

    0.34% of the 13F portfolio, value $3,414,014.

    13F-HR 0001172661-26-000725 filed by TRUE Private Wealth Advisors
    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 24,048 shares
    Change vs previous 13F -292 shares

    0.34% of the 13F portfolio, value $3,377,403.

    13F-HR 0001172661-25-005117 filed by TRUE Private Wealth Advisors
    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 24,340 shares
    Change vs previous 13F -456 shares

    0.36% of the 13F portfolio, value $3,213,905.

    13F-HR 0001172661-25-003025 filed by TRUE Private Wealth Advisors
    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 24,796 shares
    Change vs previous 13F -65 shares

    0.45% of the 13F portfolio, value $3,717,894.

    13F-HR 0001172661-25-002148 filed by TRUE Private Wealth Advisors
    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 24,861 shares
    Change vs previous 13F -930 shares

    0.46% of the 13F portfolio, value $3,780,392.

    13F-HR 0001172661-25-000732 filed by TRUE Private Wealth Advisors
    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 25,791 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $4,385,792.

    13F-HR 0001172661-24-005302 filed by TRUE Private Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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