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FMA ADVISORY INC: PEP position timeline

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

FMA ADVISORY INC held 47,172 PEP shares at 2021-09-30 per its 13F-HR filed 2021-11-15.

the latest 13F is the newest step

  1. period ended2021-09-30
    13F 47,172 shares
    Change vs previous 13F +1,588 shares

    2.64% of the 13F portfolio, value $7,095,000.

    13F-HR 0001221073-21-000118 filed by FMA ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2021-06-30
    13F 45,584 shares
    Change vs previous 13F +599 shares

    2.51% of the 13F portfolio, value $6,754,000.

    13F-HR 0001221073-21-000097 filed by FMA ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2021-03-31
    13F 44,985 shares
    Change vs previous 13F +1,466 shares

    1.96% of the 13F portfolio, value $6,363,000.

    13F-HR 0001221073-21-000052 filed by FMA ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2020-12-31
    13F 43,519 shares
    Change vs previous 13F +911 shares

    2.15% of the 13F portfolio, value $6,454,000.

    13F-HR 0001221073-21-000041 filed by FMA ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2020-09-30
    13F 42,608 shares
    Change vs previous 13F +1,213 shares

    2.35% of the 13F portfolio, value $5,905,000.

    13F-HR 0001221073-21-000040 filed by FMA ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2020-06-30
    13F 41,395 shares
    Change vs previous 13F +705 shares

    2.46% of the 13F portfolio, value $5,475,000.

    13F-HR 0001221073-21-000039 filed by FMA ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2020-03-31
    13F 40,690 shares
    Change vs previous 13F -877 shares

    2.66% of the 13F portfolio, value $4,887,000.

    13F-HR 0001221073-21-000038 filed by FMA ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2019-12-31
    13F 41,567 shares
    Change vs previous 13F not available

    2.28% of the 13F portfolio, value $5,681,000.

    13F-HR 0001221073-21-000037 filed by FMA ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

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