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Watts Gwilliam & Co., LLC: PEP position timeline

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

Watts Gwilliam & Co., LLC held 64,787 PEP shares at 2025-09-30 per its 13F-HR filed 2025-11-21.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 64,787 shares
    Change vs previous 13F +10 shares

    1.47% of the 13F portfolio, value $9,098,746.

    13F-HR 0001657733-25-000006 filed by Watts Gwilliam & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 64,777 shares
    Change vs previous 13F -157 shares

    1.5% of the 13F portfolio, value $9,116,130.

    13F-HR 0001657733-25-000004 filed by Watts Gwilliam & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 64,934 shares
    Change vs previous 13F -104 shares

    2.11% of the 13F portfolio, value $9,736,185.

    13F-HR 0001657733-25-000002 filed by Watts Gwilliam & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 65,038 shares
    Change vs previous 13F +468 shares

    2% of the 13F portfolio, value $9,456,562.

    13F-HR 0001657733-25-000001 filed by Watts Gwilliam & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 64,570 shares
    Change vs previous 13F +61,848 shares

    2.4% of the 13F portfolio, value $11,004,045.

    13F-HR 0001657733-24-000005 filed by Watts Gwilliam & Co., 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 2,722 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $489,649.

    13F-HR 0001657733-24-000002 filed by Watts Gwilliam & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

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