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Disclosery

Homrich & Berg: PEP position timeline

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

Homrich & Berg held 50,911 PEP shares at 2021-09-30 per its 13F-HR filed 2021-12-08.

the latest 13F is the newest step

  1. period ended2021-09-30
    13F 50,911 shares
    Change vs previous 13F +4,361 shares

    0.17% of the 13F portfolio, value $7,657,000.

    13F-HR 0001172661-21-002424 filed by Homrich & Berg
    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 46,550 shares
    Change vs previous 13F +3,498 shares

    0.16% of the 13F portfolio, value $6,897,000.

    13F-HR 0001172661-21-001584 filed by Homrich & Berg
    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 43,052 shares
    Change vs previous 13F +2,605 shares

    0.16% of the 13F portfolio, value $6,090,000.

    13F-HR 0001172661-21-001353 filed by Homrich & Berg
    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 40,447 shares
    Change vs previous 13F +3,607 shares

    0.17% of the 13F portfolio, value $5,998,000.

    13F-HR 0001172661-21-000801 filed by Homrich & Berg
    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 36,840 shares
    Change vs previous 13F +798 shares

    0.17% of the 13F portfolio, value $5,106,000.

    13F-HR 0001172661-20-002087 filed by Homrich & Berg
    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 36,042 shares
    Change vs previous 13F +4,954 shares

    0.19% of the 13F portfolio, value $4,767,000.

    13F-HR 0001172661-20-001674 filed by Homrich & Berg
    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 31,088 shares
    Change vs previous 13F +276 shares

    0.21% of the 13F portfolio, value $3,734,000.

    13F-HR 0001172661-20-001163 filed by Homrich & Berg
    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 30,812 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $4,211,000.

    13F-HR 0001172661-20-000445 filed by Homrich & Berg
    Filed (acceptance time not in the bulk data set), ingested

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