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FORBES J M & CO LLP: PEP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FORBES J M & CO LLP on PEP, newest first. How the timeline and the estimate are built.

FORBES J M & CO LLP held 91,643 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 91,643 shares
    Change vs previous 13F -270 shares

    0.98% of the 13F portfolio, value $12,408,462.

    13F-HR 0001140361-26-028924 filed by FORBES J M & CO LLP
    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 91,913 shares
    Change vs previous 13F +262 shares

    1.21% of the 13F portfolio, value $14,273,170.

    13F-HR 0001140361-26-015061 filed by FORBES J M & CO LLP
    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 91,651 shares
    Change vs previous 13F +563 shares

    1.07% of the 13F portfolio, value $13,153,752.

    13F-HR 0001140361-26-001778 filed by FORBES J M & CO LLP
    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 91,088 shares
    Change vs previous 13F +547 shares

    1.06% of the 13F portfolio, value $12,792,399.

    13F-HR 0001140361-25-039557 filed by FORBES J M & CO LLP
    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 90,541 shares
    Change vs previous 13F -528 shares

    1.09% of the 13F portfolio, value $11,955,034.

    13F-HR 0001140361-25-026328 filed by FORBES J M & CO LLP
    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 91,069 shares
    Change vs previous 13F +2,219 shares

    1.32% of the 13F portfolio, value $13,654,886.

    13F-HR 0001140361-25-017471 filed by FORBES J M & CO LLP
    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 88,850 shares
    Change vs previous 13F +260 shares

    1.3% of the 13F portfolio, value $13,510,531.

    13F-HR 0001140361-25-002162 filed by FORBES J M & CO LLP
    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 88,590 shares
    Change vs previous 13F not available

    1.47% of the 13F portfolio, value $15,064,729.

    13F-HR 0001140361-24-044093 filed by FORBES J M & CO LLP
    Filed (acceptance time not in the bulk data set), ingested

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