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Choate Investment Advisors: PEP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Choate Investment Advisors on PEP, newest first. How the timeline and the estimate are built.

Choate Investment Advisors held 97,704 PEP shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 97,704 shares
    Change vs previous 13F -4,396 shares

    0.23% of the 13F portfolio, value $13,229,136.

    13F-HR 0001398344-26-014036 filed by Choate Investment Advisors
    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 102,100 shares
    Change vs previous 13F -2,339 shares

    0.31% of the 13F portfolio, value $15,855,126.

    13F-HR 0001398344-26-009072 filed by Choate Investment Advisors
    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 104,439 shares
    Change vs previous 13F -6,569 shares

    0.29% of the 13F portfolio, value $14,989,101.

    13F-HR 0001398344-26-002491 filed by Choate Investment Advisors
    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 111,008 shares
    Change vs previous 13F -15,565 shares

    0.32% of the 13F portfolio, value $15,589,980.

    13F-HR 0001398344-25-020572 filed by Choate Investment Advisors
    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 126,573 shares
    Change vs previous 13F -7,945 shares

    0.36% of the 13F portfolio, value $16,712,693.

    13F-HR 0001398344-25-015075 filed by Choate Investment Advisors
    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 134,518 shares
    Change vs previous 13F -7,658 shares

    0.5% of the 13F portfolio, value $20,169,623.

    13F-HR 0001398344-25-009417 filed by Choate Investment Advisors
    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 142,176 shares
    Change vs previous 13F +2,639 shares

    0.52% of the 13F portfolio, value $21,617,383.

    13F-HR 0001398344-25-002290 filed by Choate Investment Advisors
    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 139,537 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $23,720,607.

    13F-HR 0001398344-24-020612 filed by Choate Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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