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Disclosery

Clean Yield Group: PEP position timeline

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

Clean Yield Group held 10,784 PEP shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,784 shares
    Change vs previous 13F 0 shares

    0.36% of the 13F portfolio, value $1,460,113.

    13F-HR 0001525865-26-000003 filed by Clean Yield Group
    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 10,784 shares
    Change vs previous 13F -150 shares

    0.47% of the 13F portfolio, value $1,674,600.

    13F-HR 0001525865-26-000002 filed by Clean Yield Group
    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 10,934 shares
    Change vs previous 13F 0 shares

    0.44% of the 13F portfolio, value $1,569,204.

    13F-HR 0001525865-26-000001 filed by Clean Yield Group
    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 10,934 shares
    Change vs previous 13F -100 shares

    0.43% of the 13F portfolio, value $1,535,528.

    13F-HR 0001525865-25-000010 filed by Clean Yield Group
    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 11,034 shares
    Change vs previous 13F -5 shares

    0.44% of the 13F portfolio, value $1,456,889.

    13F-HR 0001525865-25-000005 filed by Clean Yield Group
    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 11,039 shares
    Change vs previous 13F -90 shares

    0.54% of the 13F portfolio, value $1,655,142.

    13F-HR 0001525865-25-000002 filed by Clean Yield Group
    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 11,129 shares
    Change vs previous 13F -296 shares

    0.54% of the 13F portfolio, value $1,692,230.

    13F-HR 0001525865-25-000001 filed by Clean Yield Group
    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 11,425 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $1,942,770.

    13F-HR 0001525865-24-000008 filed by Clean Yield Group
    Filed (acceptance time not in the bulk data set), ingested

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