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Level Wealth Management LLC

SEC CIK
0002036775
Latest filing
Jul 28, 2026

PEP holding history

PepsiCo Inc in every 13F filed by Level Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PEP overviewAll 13F holders of PEPFull Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
4
Since Q4 2024
Holdings of PEP by Level Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−1,393−100.0%Sold outHolders
Q1 20261,393$216.3K0.1%00.0%UnchangedHolders
Q4 20251,393$201.9K0.1%+1,393NewHolders
Q2 20250$00.0%−1,493−100.0%Sold outHolders
Q1 20251,493$223.9K0.1%00.0%UnchangedHolders
Q4 20241,493$227.0K0.2%–No prior filingHolders