Skip to content
Disclosery

Claris Financial LLC: PEP position timeline

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

Claris Financial LLC held 3,215 PEP shares at 2026-03-31 per its 13F-HR filed 2026-05-18.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 3,215 shares
    Change vs previous 13F -1 shares

    0.27% of the 13F portfolio, value $499,252.

    13F-HR 0001213900-26-058149 filed by Claris Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 3,216 shares
    Change vs previous 13F -92 shares

    0.25% of the 13F portfolio, value $461,603.

    13F-HR 0001213900-26-018373 filed by Claris Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 3,308 shares
    Change vs previous 13F +49 shares

    0.26% of the 13F portfolio, value $464,578.

    13F-HR 0001213900-26-040912 filed by Claris Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 3,259 shares
    Change vs previous 13F -443 shares

    0.32% of the 13F portfolio, value $430,363.

    13F-HR 0001213900-25-080559 filed by Claris Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 3,702 shares
    Change vs previous 13F 0 shares

    0.37% of the 13F portfolio, value $562,909.

    13F-HR 0001213900-25-055338 filed by Claris Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 3,702 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $562,909.

    13F-HR 0001213900-25-054892 filed by Claris Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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