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Disclosery

Wills Financial Group LLC: PEP position timeline

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

Wills Financial Group LLC held 49,929 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 49,929 shares
    Change vs previous 13F +46 shares

    2.46% of the 13F portfolio, value $6,760,449.

    13F-HR 0002059579-26-000005 filed by Wills Financial Group 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 49,883 shares
    Change vs previous 13F -1,029 shares

    2.81% of the 13F portfolio, value $7,446,076.

    13F-HR 0002059579-26-000002 filed by Wills Financial Group 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 50,912 shares
    Change vs previous 13F -967 shares

    2.79% of the 13F portfolio, value $7,306,927.

    13F-HR 0002059579-26-000001 filed by Wills Financial Group 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 51,879 shares
    Change vs previous 13F -435 shares

    2.99% of the 13F portfolio, value $7,285,849.

    13F-HR 0002059579-25-000007 filed by Wills Financial Group 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 52,314 shares
    Change vs previous 13F +439 shares

    3% of the 13F portfolio, value $6,907,588.

    13F-HR 0002059579-25-000004 filed by Wills Financial Group 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 51,875 shares
    Change vs previous 13F not available

    3.45% of the 13F portfolio, value $7,778,160.

    13F-HR 0002059579-25-000003 filed by Wills Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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