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Disclosery

Brown Shipley& Co Ltd: PEP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Brown Shipley& Co Ltd on PEP, newest first. How the timeline and the estimate are built.

Brown Shipley& Co Ltd held 1,006 PEP shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,006 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $127,480.

    13F-HR 0001912970-26-000004 filed by Brown Shipley& Co Ltd
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,006 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $136,212.

    13F-HR 0001912970-26-000003 filed by Brown Shipley& Co Ltd
    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 1,006 shares
    Change vs previous 13F +62 shares

    0.09% of the 13F portfolio, value $156,222.

    13F-HR 0001912970-26-000002 filed by Brown Shipley& Co Ltd
    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 944 shares
    Change vs previous 13F +65 shares

    0.07% of the 13F portfolio, value $135,483.

    13F-HR 0001912970-26-000001 filed by Brown Shipley& Co Ltd
    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 879 shares
    Change vs previous 13F +76 shares

    0.07% of the 13F portfolio, value $123,447.

    13F-HR 0001912970-25-000005 filed by Brown Shipley& Co Ltd
    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 803 shares
    Change vs previous 13F +42 shares

    0.06% of the 13F portfolio, value $106,028.

    13F-HR 0001912970-25-000004 filed by Brown Shipley& Co Ltd
    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 761 shares
    Change vs previous 13F +130 shares

    0.06% of the 13F portfolio, value $114,104.

    13F-HR 0001912970-25-000002 filed by Brown Shipley& Co Ltd
    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 631 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $95,950.

    13F-HR 0001912970-25-000001 filed by Brown Shipley& Co Ltd
    Filed (acceptance time not in the bulk data set), ingested

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