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CAPE ANN SAVINGS BANK: PEP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPE ANN SAVINGS BANK on PEP, newest first. How the timeline and the estimate are built.

CAPE ANN SAVINGS BANK held 15,522 PEP shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,522 shares
    Change vs previous 13F -479 shares

    0.99% of the 13F portfolio, value $2,101,679.

    13F-HR 0000936938-26-000003 filed by CAPE ANN SAVINGS BANK
    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 16,001 shares
    Change vs previous 13F -331 shares

    1.25% of the 13F portfolio, value $2,484,795.

    13F-HR 0000936938-26-000002 filed by CAPE ANN SAVINGS BANK
    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 16,332 shares
    Change vs previous 13F +40 shares

    1.2% of the 13F portfolio, value $2,343,969.

    13F-HR 0000936938-26-000001 filed by CAPE ANN SAVINGS BANK
    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 16,292 shares
    Change vs previous 13F -587 shares

    1.22% of the 13F portfolio, value $2,288,048.

    13F-HR 0000936938-25-000008 filed by CAPE ANN SAVINGS BANK
    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 16,879 shares
    Change vs previous 13F -305 shares

    1.33% of the 13F portfolio, value $2,228,703.

    13F-HR 0000936938-25-000005 filed by CAPE ANN SAVINGS BANK
    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 17,184 shares
    Change vs previous 13F +460 shares

    1.62% of the 13F portfolio, value $2,576,569.

    13F-HR 0000936938-25-000004 filed by CAPE ANN SAVINGS BANK
    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 16,724 shares
    Change vs previous 13F -1,205 shares

    1.5% of the 13F portfolio, value $2,543,051.

    13F-HR 0000936938-25-000001 filed by CAPE ANN SAVINGS BANK
    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 17,929 shares
    Change vs previous 13F not available

    1.77% of the 13F portfolio, value $3,048,826.

    13F-HR 0000936938-24-000004 filed by CAPE ANN SAVINGS BANK
    Filed (acceptance time not in the bulk data set), ingested

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