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Disclosery

Wambolt & Associates, LLC: PEP position timeline

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

Wambolt & Associates, LLC held 15,517 PEP shares at 2025-06-30 per its 13F-HR filed 2025-08-13.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 15,517 shares
    Change vs previous 13F -1,093 shares

    0.71% of the 13F portfolio, value $2,098,886.

    13F-HR 0001755723-25-000003 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 16,610 shares
    Change vs previous 13F +139 shares

    0.84% of the 13F portfolio, value $2,486,051.

    13F-HR 0001755723-25-000002 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 16,471 shares
    Change vs previous 13F -5,155 shares

    0.8% of the 13F portfolio, value $2,504,688.

    13F-HR 0001755723-25-000001 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 21,626 shares
    Change vs previous 13F +1,085 shares

    1.01% of the 13F portfolio, value $3,706,168.

    13F-HR 0001755723-24-000001 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 20,541 shares
    Change vs previous 13F +1,178 shares

    0.97% of the 13F portfolio, value $3,345,995.

    13F-HR 0001085146-24-003550 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 19,363 shares
    Change vs previous 13F +2,130 shares

    1% of the 13F portfolio, value $3,349,460.

    13F-HR 0001085146-24-002145 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 17,233 shares
    Change vs previous 13F +1,027 shares

    0.96% of the 13F portfolio, value $2,926,856.

    13F-HR 0001085146-24-000826 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 16,206 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $2,741,573.

    13F-HR 0001085146-23-004132 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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