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Disclosery

Citadel Investment Advisory, Inc.: PEP position timeline

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

Citadel Investment Advisory, Inc. held 15,441 PEP shares at 2026-09-30 per its 13F-HR filed 2026-10-15.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 15,441 shares
    Change vs previous 13F -40 shares

    0.9% of the 13F portfolio, value $1,957,000.

    13F-HR 0001811907-26-000005 filed by Citadel Investment Advisory, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 15,481 shares
    Change vs previous 13F -71 shares

    0.95% of the 13F portfolio, value $2,096,000.

    13F-HR 0001811907-26-000003 filed by Citadel Investment Advisory, Inc.
    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 15,552 shares
    Change vs previous 13F -216 shares

    1.15% of the 13F portfolio, value $2,415,000.

    13F-HR 0001811907-26-000002 filed by Citadel Investment Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 15,768 shares
    Change vs previous 13F -200 shares

    0.98% of the 13F portfolio, value $2,263,000.

    13F-HR 0001811907-26-000001 filed by Citadel Investment Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 15,968 shares
    Change vs previous 13F 0 shares

    1.03% of the 13F portfolio, value $2,243,000.

    13F-HR 0001811907-25-000005 filed by Citadel Investment Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 15,968 shares
    Change vs previous 13F -703 shares

    1.02% of the 13F portfolio, value $2,108,000.

    13F-HR 0001811907-25-000003 filed by Citadel Investment Advisory, Inc.
    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 16,671 shares
    Change vs previous 13F 0 shares

    1.23% of the 13F portfolio, value $2,500,000.

    13F-HR 0001811907-25-000002 filed by Citadel Investment Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 16,671 shares
    Change vs previous 13F not available

    1.31% of the 13F portfolio, value $2,535,000.

    13F-HR 0001811907-25-000001 filed by Citadel Investment Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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