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Disclosery

D.A. DAVIDSON & CO.: PEP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of D.A. DAVIDSON & CO. on PEP, newest first. How the timeline and the estimate are built.

D.A. DAVIDSON & CO. held 491,937 PEP shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 491,937 shares
    Change vs previous 13F -32,077 shares

    0.37% of the 13F portfolio, value $66,608,398.

    13F-HR 0001080107-26-000004 filed by D.A. DAVIDSON & CO.
    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 524,014 shares
    Change vs previous 13F +11,296 shares

    0.49% of the 13F portfolio, value $81,374,169.

    13F-HR 0001080107-26-000003 filed by D.A. DAVIDSON & CO.
    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 512,718 shares
    Change vs previous 13F +98,130 shares

    0.45% of the 13F portfolio, value $73,585,400.

    13F-HR 0001080107-26-000001 filed by D.A. DAVIDSON & CO.
    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 414,588 shares
    Change vs previous 13F -221 shares

    0.37% of the 13F portfolio, value $58,224,815.

    13F-HR 0001080107-25-000014 filed by D.A. DAVIDSON & CO.
    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 414,809 shares
    Change vs previous 13F -24,399 shares

    0.39% of the 13F portfolio, value $54,771,431.

    13F-HR 0001080107-25-000008 filed by D.A. DAVIDSON & CO.
    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 439,208 shares
    Change vs previous 13F +4,068 shares

    0.53% of the 13F portfolio, value $65,854,960.

    13F-HR 0001080107-25-000004 filed by D.A. DAVIDSON & CO.
    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 435,140 shares
    Change vs previous 13F -7,773 shares

    0.54% of the 13F portfolio, value $66,167,404.

    13F-HR 0001080107-25-000001 filed by D.A. DAVIDSON & CO.
    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 442,913 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $75,317,522.

    13F-HR 0001080107-24-000005 filed by D.A. DAVIDSON & CO.
    Filed (acceptance time not in the bulk data set), ingested

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