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FORTE CAPITAL LLC /ADV: PEP position timeline

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

FORTE CAPITAL LLC /ADV held 5,771 PEP shares at 2025-06-30 per its 13F-HR filed 2025-07-15.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 5,771 shares
    Change vs previous 13F -2,577 shares

    0.08% of the 13F portfolio, value $762,058.

    13F-HR 0001140361-25-025841 filed by FORTE CAPITAL LLC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 8,348 shares
    Change vs previous 13F -922 shares

    0.15% of the 13F portfolio, value $1,251,708.

    13F-HR 0001140361-25-017109 filed by FORTE CAPITAL LLC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 9,270 shares
    Change vs previous 13F -558 shares

    0.16% of the 13F portfolio, value $1,409,547.

    13F-HR 0001140361-25-002814 filed by FORTE CAPITAL LLC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 9,828 shares
    Change vs previous 13F -262 shares

    0.19% of the 13F portfolio, value $1,671,208.

    13F-HR 0001140361-24-044741 filed by FORTE CAPITAL LLC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 10,090 shares
    Change vs previous 13F -331 shares

    0.2% of the 13F portfolio, value $1,664,104.

    13F-HR 0001140361-24-037007 filed by FORTE CAPITAL LLC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 10,421 shares
    Change vs previous 13F -1,195 shares

    0.23% of the 13F portfolio, value $1,823,738.

    13F-HR 0001140361-24-025841 filed by FORTE CAPITAL LLC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 11,616 shares
    Change vs previous 13F -94 shares

    0.27% of the 13F portfolio, value $1,972,862.

    13F-HR 0001140361-24-005823 filed by FORTE CAPITAL LLC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 11,710 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $1,984,137.

    13F-HR 0001398344-23-020503 filed by FORTE CAPITAL LLC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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