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Disclosery

Bollard Group LLC: PEP position timeline

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

Bollard Group LLC held 31,825 PEP shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,825 shares
    Change vs previous 13F +325 shares

    0.13% of the 13F portfolio, value $4,309,000.

    13F-HR 0000929638-26-003007 filed by Bollard Group 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 31,500 shares
    Change vs previous 13F +704 shares

    0.15% of the 13F portfolio, value $4,892,000.

    13F-HR 0000929638-26-001858 filed by Bollard Group 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 30,796 shares
    Change vs previous 13F -2,286 shares

    0.12% of the 13F portfolio, value $4,420,000.

    13F-HR 0000929638-26-000624 filed by Bollard Group 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 33,082 shares
    Change vs previous 13F +212 shares

    0.12% of the 13F portfolio, value $4,646,000.

    13F-HR 0000929638-25-004264 filed by Bollard Group 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 32,870 shares
    Change vs previous 13F +929 shares

    0.1% of the 13F portfolio, value $4,340,000.

    13F-HR 0000929638-25-003004 filed by Bollard Group 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 31,941 shares
    Change vs previous 13F +366 shares

    0.13% of the 13F portfolio, value $4,789,000.

    13F-HR 0000929638-25-001883 filed by Bollard Group 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 31,575 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $4,801,000.

    13F-HR 0000929638-25-000729 filed by Bollard Group 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 31,575 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $5,369,000.

    13F-HR 0000929638-24-003845 filed by Bollard Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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