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AmeriServ Wealth Advisors: PEP position timeline

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

AmeriServ Wealth Advisors held 0 PEP shares at 2025-09-30 per its 13F-HR filed 2025-11-12.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -2,193 shares

    13F-HR 0001172661-25-004730 filed by AmeriServ Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-06-30
    13F 2,193 shares
    Change vs previous 13F -719 shares

    0.14% of the 13F portfolio, value $289,563.

    13F-HR 0001172661-25-003097 filed by AmeriServ Wealth Advisors
    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 2,912 shares
    Change vs previous 13F -331 shares

    0.25% of the 13F portfolio, value $436,625.

    13F-HR 0001172661-25-001826 filed by AmeriServ Wealth Advisors
    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 3,243 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $493,129.

    13F-HR 0001172661-25-001082 filed by AmeriServ Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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