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Emerald Advisors, LLC: PEP position timeline

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

Emerald Advisors, LLC held 11,737 PEP shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,737 shares
    Change vs previous 13F +552 shares

    0.2% of the 13F portfolio, value $1,589,207.

    13F-HR 0001802611-26-000003 filed by Emerald Advisors, 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 11,185 shares
    Change vs previous 13F +567 shares

    0.22% of the 13F portfolio, value $1,736,973.

    13F-HR 0001802611-26-000002 filed by Emerald Advisors, 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 10,618 shares
    Change vs previous 13F +788 shares

    0.21% of the 13F portfolio, value $1,523,905.

    13F-HR 0001802611-26-000001 filed by Emerald Advisors, 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 9,830 shares
    Change vs previous 13F +557 shares

    0.18% of the 13F portfolio, value $1,380,467.

    13F-HR 0001802611-25-000002 filed by Emerald Advisors, 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 9,273 shares
    Change vs previous 13F +1,508 shares

    0.16% of the 13F portfolio, value $1,224,357.

    13F-HR 0001085146-25-003957 filed by Emerald Advisors, 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 7,765 shares
    Change vs previous 13F +955 shares

    0.15% of the 13F portfolio, value $1,164,338.

    13F-HR 0001085146-25-002345 filed by Emerald Advisors, 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 6,810 shares
    Change vs previous 13F +326 shares

    0.14% of the 13F portfolio, value $1,035,561.

    13F-HR 0001085146-25-000682 filed by Emerald Advisors, 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 6,484 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,135,069.

    13F-HR 0001085146-24-005245 filed by Emerald Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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