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Chesley Taft & Associates LLC: PEP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Chesley Taft & Associates LLC on PEP, newest first. How the timeline and the estimate are built.

Chesley Taft & Associates LLC held 157,864 PEP shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 157,864 shares
    Change vs previous 13F -4,188 shares

    0.78% of the 13F portfolio, value $20,004,526.

    13F-HR 0001164632-26-000006 filed by Chesley Taft & Associates LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 162,052 shares
    Change vs previous 13F -4,917 shares

    0.85% of the 13F portfolio, value $21,941,841.

    13F-HR 0001164632-26-000004 filed by Chesley Taft & Associates LLC
    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 166,969 shares
    Change vs previous 13F -8,619 shares

    1.08% of the 13F portfolio, value $25,928,617.

    13F-HR 0001164632-26-000002 filed by Chesley Taft & Associates LLC
    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 175,588 shares
    Change vs previous 13F +13,666 shares

    0.99% of the 13F portfolio, value $25,200,389.

    13F-HR 0001164632-26-000001 filed by Chesley Taft & Associates LLC
    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 161,922 shares
    Change vs previous 13F -2,090 shares

    0.96% of the 13F portfolio, value $22,740,372.

    13F-HR 0001085146-25-005836 filed by Chesley Taft & Associates LLC
    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 164,012 shares
    Change vs previous 13F -10,995 shares

    0.97% of the 13F portfolio, value $21,656,188.

    13F-HR 0001085146-25-003693 filed by Chesley Taft & Associates LLC
    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 175,007 shares
    Change vs previous 13F -68,124 shares

    1.27% of the 13F portfolio, value $26,240,600.

    13F-HR 0001085146-25-002016 filed by Chesley Taft & Associates LLC
    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 243,131 shares
    Change vs previous 13F not available

    1.72% of the 13F portfolio, value $36,970,550.

    13F-HR 0001085146-25-000305 filed by Chesley Taft & Associates LLC
    Filed (acceptance time not in the bulk data set), ingested

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