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Disclosery

Grassi Investment Management: PEP position timeline

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

Grassi Investment Management held 37,350 PEP shares at 2025-06-30 per its 13F-HR filed 2025-07-21.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 37,350 shares
    Change vs previous 13F +150 shares

    0.39% of the 13F portfolio, value $4,932,000.

    13F-HR 0001608531-25-000006 filed by Grassi Investment Management
    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 37,200 shares
    Change vs previous 13F 0 shares

    0.52% of the 13F portfolio, value $5,578,000.

    13F-HR 0001608531-25-000005 filed by Grassi Investment Management
    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/A 37,200 shares
    Change vs previous 13F 0 shares

    0.48% of the 13F portfolio, value $5,657,000.

    13F-HR/A 0001608531-25-000003 filed by Grassi Investment Management
    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 37,200 shares
    Change vs previous 13F -600 shares

    0.55% of the 13F portfolio, value $6,326,000.

    13F-HR 0001608531-24-000005 filed by Grassi Investment Management
    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 37,800 shares
    Change vs previous 13F 0 shares

    0.55% of the 13F portfolio, value $6,234,000.

    13F-HR 0001608531-24-000004 filed by Grassi Investment Management
    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 37,800 shares
    Change vs previous 13F 0 shares

    0.6% of the 13F portfolio, value $6,615,000.

    13F-HR 0001608531-24-000003 filed by Grassi Investment Management
    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 37,800 shares
    Change vs previous 13F -200 shares

    0.67% of the 13F portfolio, value $6,420,000.

    13F-HR 0001608531-24-000001 filed by Grassi Investment Management
    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 38,000 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $6,439,000.

    13F-HR 0001608531-23-000004 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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