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Wealth Advisors of Tampa Bay, LLC: PEP position timeline

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

Wealth Advisors of Tampa Bay, LLC held 8,867 PEP shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,867 shares
    Change vs previous 13F +125 shares

    0.37% of the 13F portfolio, value $1,200,592.

    13F-HR 0001715228-26-000002 filed by Wealth Advisors of Tampa Bay, 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 8,742 shares
    Change vs previous 13F -275 shares

    0.45% of the 13F portfolio, value $1,357,548.

    13F-HR 0002073679-26-000052 filed by Wealth Advisors of Tampa Bay, 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 9,017 shares
    Change vs previous 13F 0 shares

    0.45% of the 13F portfolio, value $1,294,120.

    13F-HR 0001715228-26-000001 filed by Wealth Advisors of Tampa Bay, 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 9,017 shares
    Change vs previous 13F 0 shares

    0.42% of the 13F portfolio, value $1,266,348.

    13F-HR 0002073679-25-000043 filed by Wealth Advisors of Tampa Bay, 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 9,017 shares
    Change vs previous 13F +3,350 shares

    0.45% of the 13F portfolio, value $1,190,605.

    13F-HR 0001715228-25-000003 filed by Wealth Advisors of Tampa Bay, 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 5,667 shares
    Change vs previous 13F +4,247 shares

    0.35% of the 13F portfolio, value $849,711.

    13F-HR 0001715228-25-000002 filed by Wealth Advisors of Tampa Bay, 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 1,420 shares
    Change vs previous 13F -5,160 shares

    0.09% of the 13F portfolio, value $215,924.

    13F-HR 0001715228-25-000001 filed by Wealth Advisors of Tampa Bay, 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 6,580 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $1,118,931.

    13F-HR 0001085146-24-005328 filed by Wealth Advisors of Tampa Bay, LLC
    Filed (acceptance time not in the bulk data set), ingested

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