Aufman Associates Inc: PEP position timeline

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

Aufman Associates Inc held 1,797 PEP shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

period ended2026-06-30
13F 1,797 shares
Change vs previous 13F 0 shares
0.1% of the 13F portfolio, value $243,314.
13F-HR 0001801573-26-000003 filed by Aufman Associates Inc
Filed 2026-08-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 1,797 shares
Change vs previous 13F 0 shares
0.14% of the 13F portfolio, value $279,056.
13F-HR 0001801573-26-000002 filed by Aufman Associates Inc
Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 1,797 shares
Change vs previous 13F 0 shares
0.13% of the 13F portfolio, value $257,905.
13F-HR 0001801573-26-000001 filed by Aufman Associates Inc
Filed 2026-02-11 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 1,797 shares
Change vs previous 13F +60 shares
0.14% of the 13F portfolio, value $252,371.
13F-HR 0001801573-25-000007 filed by Aufman Associates Inc
Filed 2025-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 1,737 shares
Change vs previous 13F 0 shares
0.14% of the 13F portfolio, value $229,353.
13F-HR 0001801573-25-000004 filed by Aufman Associates Inc
Filed 2025-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 1,737 shares
Change vs previous 13F 0 shares
0.18% of the 13F portfolio, value $260,446.
13F-HR 0001801573-25-000002 filed by Aufman Associates Inc
Filed 2025-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 1,737 shares
Change vs previous 13F -416 shares
0.18% of the 13F portfolio, value $264,128.
13F-HR 0001801573-25-000001 filed by Aufman Associates Inc
Filed 2025-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 2,153 shares
Change vs previous 13F not available
0.24% of the 13F portfolio, value $366,118.
13F-HR 0001801573-24-000005 filed by Aufman Associates Inc
Filed 2024-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).