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Disclosery

Elefante Mark B: PEP position timeline

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

Elefante Mark B held 2,225 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 2,225 shares
    Change vs previous 13F -650 shares

    0.13% of the 13F portfolio, value $301,265.

    13F-HR 0001661535-26-000003 filed by Elefante Mark B
    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 2,875 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $446,459.

    13F-HR 0001661535-26-000002 filed by Elefante Mark B
    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 2,875 shares
    Change vs previous 13F -45 shares

    0.25% of the 13F portfolio, value $412,620.

    13F-HR 0001661535-26-000001 filed by Elefante Mark B
    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 2,920 shares
    Change vs previous 13F -535 shares

    0.26% of the 13F portfolio, value $410,085.

    13F-HR 0001661535-25-000004 filed by Elefante Mark B
    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 3,455 shares
    Change vs previous 13F -900 shares

    0.34% of the 13F portfolio, value $456,199.

    13F-HR 0001661536-25-000004 filed by Elefante Mark B
    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 4,355 shares
    Change vs previous 13F +160 shares

    0.52% of the 13F portfolio, value $652,989.

    13F-HR 0001661535-25-000001 filed by Elefante Mark B
    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 4,195 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $637,892.

    13F-HR 0001661536-25-000002 filed by Elefante Mark B
    Filed (acceptance time not in the bulk data set), ingested

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