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Disclosery

HoyleCohen, LLC: PEP position timeline

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

HoyleCohen, LLC held 10,088 PEP shares at 2024-06-30 per its 13F-HR filed 2024-07-19.

the latest 13F is the newest step

  1. period ended2024-06-30
    13F 10,088 shares
    Change vs previous 13F -1,318 shares

    0.13% of the 13F portfolio, value $1,663,737.

    13F-HR 0001725547-24-003387 filed by HoyleCohen, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-03-31
    13F 11,406 shares
    Change vs previous 13F +27 shares

    0.15% of the 13F portfolio, value $1,996,190.

    13F-HR 0001725547-24-002160 filed by HoyleCohen, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-12-31
    13F 11,379 shares
    Change vs previous 13F -54 shares

    0.16% of the 13F portfolio, value $1,932,544.

    13F-HR 0001725547-24-000509 filed by HoyleCohen, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-09-30
    13F 11,433 shares
    Change vs previous 13F +682 shares

    0.18% of the 13F portfolio, value $1,937,272.

    13F-HR 0001725547-23-001698 filed by HoyleCohen, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-06-30
    13F 10,751 shares
    Change vs previous 13F -20 shares

    0.18% of the 13F portfolio, value $1,991,253.

    13F-HR 0001725547-23-000176 filed by HoyleCohen, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-03-31
    13F 10,771 shares
    Change vs previous 13F -485 shares

    0.18% of the 13F portfolio, value $1,963,575.

    13F-HR 0001725547-23-000112 filed by HoyleCohen, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2022-12-31
    13F 11,256 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $2,033,443.

    13F-HR 0001725547-23-000068 filed by HoyleCohen, LLC
    Filed (acceptance time not in the bulk data set), ingested

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