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EXCALIBUR MANAGEMENT CORP: PEP position timeline

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

EXCALIBUR MANAGEMENT CORP held 19,885 PEP shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,885 shares
    Change vs previous 13F +149 shares

    0.89% of the 13F portfolio, value $2,692,400.

    13F-HR 0001009003-26-000004 filed by EXCALIBUR MANAGEMENT CORP
    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 19,736 shares
    Change vs previous 13F -36 shares

    1.1% of the 13F portfolio, value $3,064,852.

    13F-HR 0001009003-26-000003 filed by EXCALIBUR MANAGEMENT CORP
    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 19,772 shares
    Change vs previous 13F +1,466 shares

    1.02% of the 13F portfolio, value $2,837,709.

    13F-HR 0001009003-26-000002 filed by EXCALIBUR MANAGEMENT CORP
    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 18,306 shares
    Change vs previous 13F +742 shares

    0.93% of the 13F portfolio, value $2,570,926.

    13F-HR 0001009003-25-000003 filed by EXCALIBUR MANAGEMENT CORP
    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 17,564 shares
    Change vs previous 13F +1,066 shares

    0.87% of the 13F portfolio, value $2,319,141.

    13F-HR 0001085146-25-004581 filed by EXCALIBUR MANAGEMENT CORP
    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 16,498 shares
    Change vs previous 13F +289 shares

    0.97% of the 13F portfolio, value $2,473,770.

    13F-HR 0001085146-25-002765 filed by EXCALIBUR MANAGEMENT CORP
    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 16,209 shares
    Change vs previous 13F +306 shares

    0.98% of the 13F portfolio, value $2,464,727.

    13F-HR 0001085146-25-001015 filed by EXCALIBUR MANAGEMENT CORP
    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 15,903 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $2,704,305.

    13F-HR 0001085146-24-005771 filed by EXCALIBUR MANAGEMENT CORP
    Filed (acceptance time not in the bulk data set), ingested

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