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Agate Pass Investment Management, LLC: PEP position timeline

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

Agate Pass Investment Management, LLC held 21,162 PEP shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,162 shares
    Change vs previous 13F -372 shares

    1.06% of the 13F portfolio, value $2,865,330.

    13F-HR 0001900409-26-000003 filed by Agate Pass Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 21,534 shares
    Change vs previous 13F -834 shares

    1.31% of the 13F portfolio, value $3,344,010.

    13F-HR 0001900409-26-000002 filed by Agate Pass Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 22,368 shares
    Change vs previous 13F +1,995 shares

    1.19% of the 13F portfolio, value $3,210,249.

    13F-HR 0001900409-26-000001 filed by Agate Pass Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 20,373 shares
    Change vs previous 13F -1,085 shares

    1.09% of the 13F portfolio, value $2,861,178.

    13F-HR 0001900409-25-000008 filed by Agate Pass Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 21,458 shares
    Change vs previous 13F -1,144 shares

    1.16% of the 13F portfolio, value $2,833,372.

    13F-HR 0001900409-25-000004 filed by Agate Pass Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 22,602 shares
    Change vs previous 13F +3,294 shares

    1.45% of the 13F portfolio, value $3,388,927.

    13F-HR 0001900409-25-000003 filed by Agate Pass Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 19,308 shares
    Change vs previous 13F +3,415 shares

    1.33% of the 13F portfolio, value $2,935,971.

    13F-HR 0001900409-25-000001 filed by Agate Pass Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 15,893 shares
    Change vs previous 13F not available

    1.35% of the 13F portfolio, value $2,702,601.

    13F-HR 0001900409-24-000006 filed by Agate Pass Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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