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Disclosery

CWM, LLC: PEP position timeline

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

CWM, LLC held 417,147 PEP shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 417,147 shares
    Change vs previous 13F -97,465 shares

    0.17% of the 13F portfolio, value $64,778,749.

    13F-HR 0001580642-26-003177 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 514,612 shares
    Change vs previous 13F +16,872 shares

    0.2% of the 13F portfolio, value $73,857,000.

    13F-HR 0001580642-26-000404 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 497,740 shares
    Change vs previous 13F +148,344 shares

    0.21% of the 13F portfolio, value $69,903,000.

    13F-HR 0001580642-25-006592 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 349,396 shares
    Change vs previous 13F +56,478 shares

    0.16% of the 13F portfolio, value $46,134,000.

    13F-HR 0001580642-25-004473 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 292,918 shares
    Change vs previous 13F +45,541 shares

    0.18% of the 13F portfolio, value $43,920,000.

    13F-HR 0001580642-25-002731 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 247,377 shares
    Change vs previous 13F +10,633 shares

    0.16% of the 13F portfolio, value $37,616,000.

    13F-HR 0001580642-25-000735 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 236,744 shares
    Change vs previous 13F +15,888 shares

    0.17% of the 13F portfolio, value $40,258,000.

    13F-HR 0001580642-24-006078 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 220,856 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $36,426,000.

    13F-HR 0001580642-24-003600 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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