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Wealthspire Advisors, LLC: PEP position timeline

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

Wealthspire Advisors, LLC held 44,980 PEP shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 44,980 shares
    Change vs previous 13F +4,492 shares

    0.03% of the 13F portfolio, value $6,090,224.

    13F-HR 0001646247-26-000005 filed by Wealthspire 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 40,488 shares
    Change vs previous 13F -6,208 shares

    0.05% of the 13F portfolio, value $6,287,380.

    13F-HR 0001646247-26-000003 filed by Wealthspire 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 46,696 shares
    Change vs previous 13F +9,616 shares

    0.05% of the 13F portfolio, value $6,701,786.

    13F-HR 0001646247-26-000001 filed by Wealthspire Advisors, 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 37,080 shares
    Change vs previous 13F -40,948 shares

    0.03% of the 13F portfolio, value $5,207,571.

    13F-HR 0001646247-25-000006 filed by Wealthspire Advisors, 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 78,028 shares
    Change vs previous 13F +6,130 shares

    0.06% of the 13F portfolio, value $10,302,762.

    13F-HR 0001646247-25-000005 filed by Wealthspire Advisors, 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 71,898 shares
    Change vs previous 13F +36,079 shares

    0.06% of the 13F portfolio, value $10,780,524.

    13F-HR 0001646247-25-000004 filed by Wealthspire Advisors, 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 35,819 shares
    Change vs previous 13F +2,819 shares

    0.05% of the 13F portfolio, value $5,446,756.

    13F-HR 0001646247-25-000001 filed by Wealthspire Advisors, 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 33,000 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $5,611,683.

    13F-HR 0001646247-24-000004 filed by Wealthspire Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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