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Disclosery

WFA Asset Management Corp: PEP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WFA Asset Management Corp on PEP, newest first. How the timeline and the estimate are built.

WFA Asset Management Corp held 1,739 PEP shares at 2025-09-30 per its 13F-HR filed 2025-10-30.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 1,739 shares
    Change vs previous 13F -229 shares

    0.16% of the 13F portfolio, value $295,639.

    13F-HR 0001994434-25-000010 filed by WFA Asset Management Corp
    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 1,968 shares
    Change vs previous 13F +27 shares

    0.18% of the 13F portfolio, value $324,574.

    13F-HR 0001994434-25-000006 filed by WFA Asset Management Corp
    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 1,941 shares
    Change vs previous 13F +202 shares

    0.18% of the 13F portfolio, value $339,642.

    13F-HR 0001994434-25-000002 filed by WFA Asset Management Corp
    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 1,739 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $264,363.

    13F-HR 0001994434-25-000001 filed by WFA Asset Management Corp
    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 1,739 shares
    Change vs previous 13F -229 shares

    0.16% of the 13F portfolio, value $295,639.

    13F-HR 0001994434-24-000009 filed by WFA Asset Management Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 1,968 shares
    Change vs previous 13F +27 shares

    0.18% of the 13F portfolio, value $324,574.

    13F-HR 0001994434-24-000006 filed by WFA Asset Management Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F/A 1,941 shares
    Change vs previous 13F -208 shares

    0.18% of the 13F portfolio, value $339,642.

    13F-HR/A 0001994434-24-000005 filed by WFA Asset Management Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F/A 2,149 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $365,039.

    13F-HR/A 0001994434-24-000004 filed by WFA Asset Management Corp
    Filed (acceptance time not in the bulk data set), ingested

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