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Canandaigua National Trust Co of Florida: PEP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Canandaigua National Trust Co of Florida on PEP, newest first. How the timeline and the estimate are built.

Canandaigua National Trust Co of Florida held 7,746 PEP shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 7,746 shares
    Change vs previous 13F +1,167 shares

    0.54% of the 13F portfolio, value $981,573.

    13F-HR 0001471384-26-000003 filed by Canandaigua National Trust Co of Florida
    Accepted , ingested

  2. period ended2026-03-31
    13F 6,579 shares
    Change vs previous 13F -3,408 shares

    0.82% of the 13F portfolio, value $1,021,653.

    13F-HR 0001471384-26-000002 filed by Canandaigua National Trust Co of Florida
    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 9,987 shares
    Change vs previous 13F +266 shares

    0.9% of the 13F portfolio, value $1,433,334.

    13F-HR 0001471384-26-000001 filed by Canandaigua National Trust Co of Florida
    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 9,721 shares
    Change vs previous 13F -1,325 shares

    1.08% of the 13F portfolio, value $1,365,217.

    13F-HR 0001471384-25-000005 filed by Canandaigua National Trust Co of Florida
    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 11,046 shares
    Change vs previous 13F +3,973 shares

    1.04% of the 13F portfolio, value $1,458,514.

    13F-HR 0001471384-25-000004 filed by Canandaigua National Trust Co of Florida
    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 7,073 shares
    Change vs previous 13F -703 shares

    0.93% of the 13F portfolio, value $1,060,526.

    13F-HR 0001471384-25-000003 filed by Canandaigua National Trust Co of Florida
    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 7,776 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $1,182,419.

    13F-HR 0001471384-25-000001 filed by Canandaigua National Trust Co of Florida
    Filed (acceptance time not in the bulk data set), ingested

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