Skip to content
Disclosery

BRADLEY FOSTER & SARGENT INC/CT: PEP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BRADLEY FOSTER & SARGENT INC/CT on PEP, newest first. How the timeline and the estimate are built.

BRADLEY FOSTER & SARGENT INC/CT held 415,256 PEP shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 415,256 shares
    Change vs previous 13F -8,580 shares

    0.8% of the 13F portfolio, value $56,225,709.

    13F-HR 0001015086-26-000006 filed by BRADLEY FOSTER & SARGENT INC/CT
    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/A 423,836 shares
    Change vs previous 13F -14,486 shares

    1.02% of the 13F portfolio, value $65,817,450.

    13F-HR/A 0001015086-26-000004 filed by BRADLEY FOSTER & SARGENT INC/CT
    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 438,322 shares
    Change vs previous 13F -3,390 shares

    0.92% of the 13F portfolio, value $62,907,985.

    13F-HR 0001015086-26-000001 filed by BRADLEY FOSTER & SARGENT INC/CT
    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 441,712 shares
    Change vs previous 13F -10,924 shares

    0.91% of the 13F portfolio, value $62,034,065.

    13F-HR 0001015086-25-000013 filed by BRADLEY FOSTER & SARGENT INC/CT
    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 452,636 shares
    Change vs previous 13F -61,402 shares

    0.94% of the 13F portfolio, value $59,766,012.

    13F-HR 0001015086-25-000007 filed by BRADLEY FOSTER & SARGENT INC/CT
    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 514,038 shares
    Change vs previous 13F -12,820 shares

    1.32% of the 13F portfolio, value $77,074,854.

    13F-HR 0001015086-25-000005 filed by BRADLEY FOSTER & SARGENT INC/CT
    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 526,858 shares
    Change vs previous 13F -13,551 shares

    1.35% of the 13F portfolio, value $80,113,953.

    13F-HR 0001015086-25-000004 filed by BRADLEY FOSTER & SARGENT INC/CT
    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 540,409 shares
    Change vs previous 13F not available

    1.54% of the 13F portfolio, value $91,896,587.

    13F-HR 0001015086-24-000011 filed by BRADLEY FOSTER & SARGENT INC/CT
    Filed (acceptance time not in the bulk data set), ingested

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