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Disclosery

Windle Wealth, LLC: PEP position timeline

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

Windle Wealth, LLC held 57,889 PEP shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 57,889 shares
    Change vs previous 13F +5,193 shares

    3.15% of the 13F portfolio, value $7,838,186.

    13F-HR 0001963452-26-000004 filed by Windle Wealth, 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 52,696 shares
    Change vs previous 13F +386 shares

    3.46% of the 13F portfolio, value $8,183,136.

    13F-HR 0001963452-26-000003 filed by Windle Wealth, 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 52,310 shares
    Change vs previous 13F +187 shares

    3.36% of the 13F portfolio, value $7,507,557.

    13F-HR 0001963452-26-000001 filed by Windle Wealth, 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 52,123 shares
    Change vs previous 13F +514 shares

    3.28% of the 13F portfolio, value $7,320,175.

    13F-HR 0001963452-25-000003 filed by Windle Wealth, 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 51,609 shares
    Change vs previous 13F +2,433 shares

    3.33% of the 13F portfolio, value $6,814,443.

    13F-HR 0001085146-25-004094 filed by Windle Wealth, 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 49,176 shares
    Change vs previous 13F +7,234 shares

    3.8% of the 13F portfolio, value $7,373,430.

    13F-HR 0001085146-25-002609 filed by Windle Wealth, 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 41,942 shares
    Change vs previous 13F +3,484 shares

    3.53% of the 13F portfolio, value $6,377,765.

    13F-HR 0001085146-25-000907 filed by Windle Wealth, 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 38,458 shares
    Change vs previous 13F not available

    3.55% of the 13F portfolio, value $6,539,745.

    13F-HR 0001085146-24-005433 filed by Windle Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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