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Hixon Zuercher, LLC: PEP position timeline

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

Hixon Zuercher, LLC held 30,950 PEP shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 30,950 shares
    Change vs previous 13F -4,731 shares

    1.13% of the 13F portfolio, value $3,921,990.

    13F-HR 0002085853-26-001143 filed by Hixon Zuercher, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 35,681 shares
    Change vs previous 13F -304 shares

    1.42% of the 13F portfolio, value $4,831,238.

    13F-HR 0002085853-26-000772 filed by Hixon Zuercher, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 35,985 shares
    Change vs previous 13F +1,260 shares

    1.74% of the 13F portfolio, value $5,588,115.

    13F-HR 0002085853-26-000411 filed by Hixon Zuercher, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 34,725 shares
    Change vs previous 13F -1,621 shares

    1.51% of the 13F portfolio, value $4,983,799.

    13F-HR 0002085853-26-000082 filed by Hixon Zuercher, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 36,346 shares
    Change vs previous 13F +5,763 shares

    1.55% of the 13F portfolio, value $5,104,497.

    13F-HR 0002085853-25-000070 filed by Hixon Zuercher, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 30,583 shares
    Change vs previous 13F +614 shares

    1.3% of the 13F portfolio, value $4,038,224.

    13F-HR 0001667731-25-001033 filed by Hixon Zuercher, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 29,969 shares
    Change vs previous 13F +4,221 shares

    1.58% of the 13F portfolio, value $4,493,489.

    13F-HR 0001667731-25-000533 filed by Hixon Zuercher, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 25,748 shares
    Change vs previous 13F not available

    1.51% of the 13F portfolio, value $3,915,297.

    13F-HR 0001667731-25-000096 filed by Hixon Zuercher, LLC
    Filed (acceptance time not in the bulk data set), ingested

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