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WBI INVESTMENTS, LLC: PEP position timeline

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

WBI INVESTMENTS, LLC held 3,592 PEP shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,592 shares
    Change vs previous 13F +3,592 shares

    0.12% of the 13F portfolio, value $486,374.

    13F-HR 0001397424-26-000004 filed by WBI INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -6,428 shares

    13F-HR 0001397424-25-000008 filed by WBI INVESTMENTS, LLC
    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.

  3. period ended2025-03-31
    13F 6,428 shares
    Change vs previous 13F +1,119 shares

    0.25% of the 13F portfolio, value $963,748.

    13F-HR 0001397424-25-000004 filed by WBI 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 ended2024-12-31
    13F 5,309 shares
    Change vs previous 13F +1,284 shares

    0.2% of the 13F portfolio, value $807,220.

    13F-HR 0001397424-25-000001 filed by WBI 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 ended2024-09-30
    13F 4,025 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $684,457.

    13F-HR 0001397424-24-000010 filed by WBI INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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