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D.B. Root & Company, LLC: PEP position timeline

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

D.B. Root & Company, LLC held 4,466 PEP shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,466 shares
    Change vs previous 13F -446 shares

    0.13% of the 13F portfolio, value $604,696.

    13F-HR 0001731717-26-000003 filed by D.B. Root & Company, 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 4,912 shares
    Change vs previous 13F +399 shares

    0.18% of the 13F portfolio, value $762,784.

    13F-HR 0001731717-26-000002 filed by D.B. Root & Company, 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 4,513 shares
    Change vs previous 13F +81 shares

    0.16% of the 13F portfolio, value $647,706.

    13F-HR 0001731717-26-000001 filed by D.B. Root & Company, 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 4,432 shares
    Change vs previous 13F +103 shares

    0.16% of the 13F portfolio, value $622,430.

    13F-HR 0001731717-25-000002 filed by D.B. Root & Company, 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 4,329 shares
    Change vs previous 13F -267 shares

    0.17% of the 13F portfolio, value $571,601.

    13F-HR 0001172661-25-002672 filed by D.B. Root & Company, 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 4,596 shares
    Change vs previous 13F -83 shares

    0.22% of the 13F portfolio, value $689,124.

    13F-HR 0001172661-25-001837 filed by D.B. Root & Company, 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 4,679 shares
    Change vs previous 13F +76 shares

    0.23% of the 13F portfolio, value $711,489.

    13F-HR 0001172661-25-000250 filed by D.B. Root & Company, 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 4,603 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $782,740.

    13F-HR 0001172661-24-004425 filed by D.B. Root & Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

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