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WestEnd Advisors, LLC: PEP position timeline

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

WestEnd Advisors, LLC held 219,077 PEP shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 219,077 shares
    Change vs previous 13F -27,661 shares

    0.66% of the 13F portfolio, value $29,663,469.

    13F-HR 0001398344-26-012446 filed by WestEnd 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 246,738 shares
    Change vs previous 13F +15,288 shares

    0.93% of the 13F portfolio, value $38,316,375.

    13F-HR 0001398344-26-006826 filed by WestEnd 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 231,450 shares
    Change vs previous 13F -21,149 shares

    0.77% of the 13F portfolio, value $33,218,102.

    13F-HR 0001398344-26-001290 filed by WestEnd 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 252,599 shares
    Change vs previous 13F -5,660 shares

    0.83% of the 13F portfolio, value $35,475,357.

    13F-HR 0001398344-25-019523 filed by WestEnd 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 258,259 shares
    Change vs previous 13F +19,287 shares

    0.85% of the 13F portfolio, value $34,100,887.

    13F-HR 0001398344-25-013593 filed by WestEnd 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 238,972 shares
    Change vs previous 13F +43,691 shares

    0.95% of the 13F portfolio, value $35,831,450.

    13F-HR 0001398344-25-007692 filed by WestEnd 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 195,281 shares
    Change vs previous 13F -31,664 shares

    0.76% of the 13F portfolio, value $29,694,419.

    13F-HR 0001398344-25-001236 filed by WestEnd 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 226,945 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $38,592,058.

    13F-HR 0001398344-24-019439 filed by WestEnd Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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