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Disclosery

Broderick Brian C: PEP position timeline

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

Broderick Brian C held 7,767 PEP shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,767 shares
    Change vs previous 13F -5,670 shares

    0.16% of the 13F portfolio, value $1,051,652.

    13F-HR 0001314376-26-000005 filed by Broderick Brian C
    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 13,437 shares
    Change vs previous 13F +60 shares

    0.38% of the 13F portfolio, value $2,086,631.

    13F-HR 0001314376-26-000002 filed by Broderick Brian C
    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 13,377 shares
    Change vs previous 13F -80 shares

    0.36% of the 13F portfolio, value $1,919,866.

    13F-HR 0001314376-26-000001 filed by Broderick Brian C
    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 13,457 shares
    Change vs previous 13F -765 shares

    0.36% of the 13F portfolio, value $1,889,902.

    13F-HR 0001314376-25-000009 filed by Broderick Brian C
    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 14,222 shares
    Change vs previous 13F -1,495 shares

    0.37% of the 13F portfolio, value $1,877,873.

    13F-HR 0001314376-25-000001 filed by Broderick Brian C
    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 15,717 shares
    Change vs previous 13F -3,521 shares

    0.48% of the 13F portfolio, value $2,356,606.

    13F-HR 0001494234-25-000010 filed by Broderick Brian C
    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 19,238 shares
    Change vs previous 13F -2,940 shares

    0.57% of the 13F portfolio, value $2,925,330.

    13F-HR 0001494234-25-000003 filed by Broderick Brian C
    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 22,178 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $3,771,369.

    13F-HR 0001314376-24-000010 filed by Broderick Brian C
    Filed (acceptance time not in the bulk data set), ingested

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