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Birch Hill Investment Advisors LLC: PEP position timeline

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

Birch Hill Investment Advisors LLC held 184,915 PEP shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 184,915 shares
    Change vs previous 13F -560 shares

    1.01% of the 13F portfolio, value $25,037,448.

    13F-HR 0001172661-26-002717 filed by Birch Hill Investment Advisors 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 185,475 shares
    Change vs previous 13F +900 shares

    1.29% of the 13F portfolio, value $28,802,363.

    13F-HR 0001172661-26-001564 filed by Birch Hill Investment Advisors 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 184,575 shares
    Change vs previous 13F +4,618 shares

    1.11% of the 13F portfolio, value $26,490,158.

    13F-HR 0001172661-26-000323 filed by Birch Hill Investment Advisors 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 179,957 shares
    Change vs previous 13F +19,567 shares

    1.07% of the 13F portfolio, value $25,273,116.

    13F-HR 0001172661-25-004406 filed by Birch Hill Investment Advisors 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 160,390 shares
    Change vs previous 13F +92,026 shares

    0.94% of the 13F portfolio, value $21,177,853.

    13F-HR 0001172661-25-002792 filed by Birch Hill Investment Advisors 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 68,364 shares
    Change vs previous 13F -9,496 shares

    0.49% of the 13F portfolio, value $10,250,450.

    13F-HR 0001172661-25-001512 filed by Birch Hill Investment Advisors 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 77,860 shares
    Change vs previous 13F -1,330 shares

    0.55% of the 13F portfolio, value $11,839,440.

    13F-HR 0001172661-25-000385 filed by Birch Hill Investment Advisors 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 79,190 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $13,466,314.

    13F-HR 0001172661-24-004212 filed by Birch Hill Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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