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Disclosery

Fiduciary Group, LLC: PEP position timeline

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

Fiduciary Group, LLC held 65,740 PEP shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 65,740 shares
    Change vs previous 13F -985 shares

    0.7% of the 13F portfolio, value $8,901,225.

    13F-HR 0001645890-26-000003 filed by Fiduciary Group, 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 66,725 shares
    Change vs previous 13F -255 shares

    0.88% of the 13F portfolio, value $10,361,756.

    13F-HR 0001645890-26-000002 filed by Fiduciary Group, 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 66,980 shares
    Change vs previous 13F -3,071 shares

    0.81% of the 13F portfolio, value $9,612,954.

    13F-HR 0001645890-26-000001 filed by Fiduciary Group, 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 70,051 shares
    Change vs previous 13F -1,107 shares

    0.86% of the 13F portfolio, value $9,838,011.

    13F-HR 0001645890-25-000013 filed by Fiduciary Group, 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 71,158 shares
    Change vs previous 13F -460 shares

    0.88% of the 13F portfolio, value $9,395,689.

    13F-HR 0001645890-25-000004 filed by Fiduciary Group, 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 71,618 shares
    Change vs previous 13F -1,371 shares

    1.08% of the 13F portfolio, value $10,738,467.

    13F-HR 0001645890-25-000003 filed by Fiduciary Group, 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 72,989 shares
    Change vs previous 13F -3,168 shares

    1.11% of the 13F portfolio, value $11,098,783.

    13F-HR 0001645890-25-000001 filed by Fiduciary Group, 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 76,157 shares
    Change vs previous 13F not available

    1.31% of the 13F portfolio, value $12,950,582.

    13F-HR 0001645890-24-000006 filed by Fiduciary Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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