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CLIFFORD SWAN INVESTMENT COUNSEL LLC: PEP position timeline

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

CLIFFORD SWAN INVESTMENT COUNSEL LLC held 152,112 PEP shares at 2026-06-30 per its 13F-HR filed 2026-08-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 152,112 shares
    Change vs previous 13F -1,428 shares

    0.66% of the 13F portfolio, value $20,596,009.

    13F-HR 0001034642-26-000003 filed by CLIFFORD SWAN INVESTMENT COUNSEL LLC
    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 153,540 shares
    Change vs previous 13F +323 shares

    0.81% of the 13F portfolio, value $23,843,277.

    13F-HR 0001034642-26-000002 filed by CLIFFORD SWAN INVESTMENT COUNSEL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 153,217 shares
    Change vs previous 13F -435 shares

    0.73% of the 13F portfolio, value $21,989,751.

    13F-HR 0001034642-26-000001 filed by CLIFFORD SWAN INVESTMENT COUNSEL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 153,652 shares
    Change vs previous 13F -1,960 shares

    0.72% of the 13F portfolio, value $21,578,933.

    13F-HR 0001034642-25-000008 filed by CLIFFORD SWAN INVESTMENT COUNSEL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 155,612 shares
    Change vs previous 13F +15,172 shares

    0.73% of the 13F portfolio, value $20,547,052.

    13F-HR 0001034642-25-000003 filed by CLIFFORD SWAN INVESTMENT COUNSEL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 140,440 shares
    Change vs previous 13F +26,059 shares

    0.78% of the 13F portfolio, value $21,057,623.

    13F-HR 0001034642-25-000002 filed by CLIFFORD SWAN INVESTMENT COUNSEL LLC
    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 114,381 shares
    Change vs previous 13F +5,278 shares

    0.63% of the 13F portfolio, value $17,392,824.

    13F-HR 0001034642-25-000001 filed by CLIFFORD SWAN INVESTMENT COUNSEL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 109,103 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $18,553,020.

    13F-HR 0001034642-24-000012 filed by CLIFFORD SWAN INVESTMENT COUNSEL LLC
    Filed (acceptance time not in the bulk data set), ingested

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