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Boltwood Capital Management: PEP position timeline

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

Boltwood Capital Management held 5,240 PEP shares at 2026-09-30 per its 13F-HR filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 5,240 shares
    Change vs previous 13F -11 shares

    0.15% of the 13F portfolio, value $664,013.

    13F-HR 0001563690-26-000005 filed by Boltwood Capital Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 5,251 shares
    Change vs previous 13F -30 shares

    0.16% of the 13F portfolio, value $710,985.

    13F-HR 0001563690-26-000003 filed by Boltwood Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 5,281 shares
    Change vs previous 13F +100 shares

    0.21% of the 13F portfolio, value $820,086.

    13F-HR 0001563690-26-000002 filed by Boltwood Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 5,181 shares
    Change vs previous 13F -25 shares

    0.19% of the 13F portfolio, value $743,577.

    13F-HR 0001563690-26-000001 filed by Boltwood Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 5,206 shares
    Change vs previous 13F +30 shares

    0.19% of the 13F portfolio, value $731,131.

    13F-HR 0001563690-25-000008 filed by Boltwood Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 5,176 shares
    Change vs previous 13F -10 shares

    0.19% of the 13F portfolio, value $683,439.

    13F-HR 0001563690-25-000006 filed by Boltwood Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 5,186 shares
    Change vs previous 13F -10 shares

    0.24% of the 13F portfolio, value $777,589.

    13F-HR 0001563690-25-000005 filed by Boltwood Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 5,196 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $790,104.

    13F-HR 0001563690-25-000001 filed by Boltwood Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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