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COURIER CAPITAL LLC: PEP position timeline

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

COURIER CAPITAL LLC held 47,752 PEP shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 47,752 shares
    Change vs previous 13F -711 shares

    0.32% of the 13F portfolio, value $6,465,640.

    13F-HR 0001420506-26-001243 filed by COURIER CAPITAL 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/A 48,463 shares
    Change vs previous 13F -1,121 shares

    0.42% of the 13F portfolio, value $7,525,862.

    13F-HR/A 0001420506-26-000719 filed by COURIER CAPITAL 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 49,584 shares
    Change vs previous 13F +123 shares

    0.4% of the 13F portfolio, value $7,116,326.

    13F-HR 0001420506-26-000097 filed by COURIER CAPITAL 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 49,461 shares
    Change vs previous 13F -1,151 shares

    0.4% of the 13F portfolio, value $6,946,333.

    13F-HR 0001420506-25-002924 filed by COURIER CAPITAL 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 50,612 shares
    Change vs previous 13F -152 shares

    0.41% of the 13F portfolio, value $6,682,756.

    13F-HR 0001420506-25-001593 filed by COURIER CAPITAL 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 50,764 shares
    Change vs previous 13F +684 shares

    0.5% of the 13F portfolio, value $7,611,479.

    13F-HR 0001420506-25-000761 filed by COURIER CAPITAL 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 50,080 shares
    Change vs previous 13F -843 shares

    0.53% of the 13F portfolio, value $7,615,089.

    13F-HR 0001420506-25-000024 filed by COURIER CAPITAL 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 50,923 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $8,659,456.

    13F-HR 0001420506-24-002168 filed by COURIER CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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