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CALDWELL SUTTER CAPITAL, INC.: PEP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CALDWELL SUTTER CAPITAL, INC. on PEP, newest first. How the timeline and the estimate are built.

CALDWELL SUTTER CAPITAL, INC. held 11,518 PEP shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,518 shares
    Change vs previous 13F +44 shares

    0.59% of the 13F portfolio, value $1,559,557.

    13F-HR 0000702007-26-000009 filed by CALDWELL SUTTER CAPITAL, INC.
    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 11,474 shares
    Change vs previous 13F +889 shares

    0.72% of the 13F portfolio, value $1,781,803.

    13F-HR 0000702007-26-000007 filed by CALDWELL SUTTER CAPITAL, INC.
    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 10,585 shares
    Change vs previous 13F +217 shares

    0.64% of the 13F portfolio, value $1,519,137.

    13F-HR 0000702007-26-000002 filed by CALDWELL SUTTER CAPITAL, INC.
    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 10,368 shares
    Change vs previous 13F -656 shares

    0.62% of the 13F portfolio, value $1,456,060.

    13F-HR 0000702007-25-000010 filed by CALDWELL SUTTER CAPITAL, INC.
    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 11,024 shares
    Change vs previous 13F +250 shares

    0.67% of the 13F portfolio, value $1,455,588.

    13F-HR 0001415889-25-019662 filed by CALDWELL SUTTER CAPITAL, INC.
    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 10,774 shares
    Change vs previous 13F +669 shares

    0.77% of the 13F portfolio, value $1,615,430.

    13F-HR 0001415889-25-010784 filed by CALDWELL SUTTER CAPITAL, INC.
    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 10,105 shares
    Change vs previous 13F -120 shares

    0.71% of the 13F portfolio, value $1,536,542.

    13F-HR 0001415889-25-001734 filed by CALDWELL SUTTER CAPITAL, INC.
    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 10,225 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $1,738,735.

    13F-HR 0001415889-24-025629 filed by CALDWELL SUTTER CAPITAL, INC.
    Filed (acceptance time not in the bulk data set), ingested

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