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Disclosery

Columbia Asset Management: PEP position timeline

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

Columbia Asset Management held 31,774 PEP shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,774 shares
    Change vs previous 13F -194 shares

    0.75% of the 13F portfolio, value $4,302,243.

    13F-HR 0002085853-26-000792 filed by Columbia Asset Management
    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 31,968 shares
    Change vs previous 13F +1,384 shares

    0.95% of the 13F portfolio, value $4,964,309.

    13F-HR 0002085853-26-000430 filed by Columbia Asset Management
    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 30,584 shares
    Change vs previous 13F +780 shares

    0.78% of the 13F portfolio, value $4,389,413.

    13F-HR 0002085853-26-000122 filed by Columbia Asset Management
    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 29,804 shares
    Change vs previous 13F +4,259 shares

    0.78% of the 13F portfolio, value $4,185,671.

    13F-HR 0002085853-25-000221 filed by Columbia Asset Management
    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 25,545 shares
    Change vs previous 13F +1,620 shares

    0.66% of the 13F portfolio, value $3,372,968.

    13F-HR 0001667731-25-000872 filed by Columbia Asset Management
    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 23,925 shares
    Change vs previous 13F -476 shares

    0.73% of the 13F portfolio, value $3,587,366.

    13F-HR 0001667731-25-000412 filed by Columbia Asset Management
    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 24,401 shares
    Change vs previous 13F -1,057 shares

    0.71% of the 13F portfolio, value $3,710,422.

    13F-HR 0001667731-25-000251 filed by Columbia Asset Management
    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 25,458 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $4,329,000.

    13F-HR 0001585047-24-000004 filed by Columbia Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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