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Disclosery

Gradient Investments LLC: PEP position timeline

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

Gradient Investments LLC held 4,977 PEP shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 4,977 shares
    Change vs previous 13F +2,037 shares

    0.01% of the 13F portfolio, value $630,712.

    13F-HR 0001542265-26-000006 filed by Gradient Investments LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,940 shares
    Change vs previous 13F -1,524 shares

    0.01% of the 13F portfolio, value $398,037.

    13F-HR 0001542265-26-000005 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 4,464 shares
    Change vs previous 13F +915 shares

    0.01% of the 13F portfolio, value $693,269.

    13F-HR 0001542265-26-000003 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 3,549 shares
    Change vs previous 13F -318 shares

    0.01% of the 13F portfolio, value $509,406.

    13F-HR 0001542265-26-000001 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 3,867 shares
    Change vs previous 13F -86,626 shares

    0.01% of the 13F portfolio, value $543,133.

    13F-HR 0001542265-25-000007 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 90,493 shares
    Change vs previous 13F +646 shares

    0.22% of the 13F portfolio, value $11,948,748.

    13F-HR 0001542265-25-000004 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 89,847 shares
    Change vs previous 13F -433 shares

    0.27% of the 13F portfolio, value $13,471,696.

    13F-HR 0001542265-25-000003 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 90,280 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $13,727,926.

    13F-HR 0001542265-25-000001 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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