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Disclosery

HYMAN CHARLES D: PEP position timeline

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

HYMAN CHARLES D held 190,850 PEP shares at 2024-06-30 per its 13F-HR filed 2024-07-25.

the latest 13F is the newest step

  1. period ended2024-06-30
    13F 190,850 shares
    Change vs previous 13F -1,118 shares

    1.75% of the 13F portfolio, value $31,477,000.

    13F-HR 0001135077-24-000003 filed by HYMAN CHARLES D
    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 191,968 shares
    Change vs previous 13F -1,555 shares

    1.86% of the 13F portfolio, value $33,596,000.

    13F-HR 0001135077-24-000002 filed by HYMAN CHARLES D
    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 193,523 shares
    Change vs previous 13F -2,990 shares

    1.97% of the 13F portfolio, value $32,868,000.

    13F-HR 0001135077-24-000001 filed by HYMAN CHARLES D
    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 196,513 shares
    Change vs previous 13F +1,192 shares

    2.17% of the 13F portfolio, value $33,297,000.

    13F-HR 0001135077-23-000004 filed by HYMAN CHARLES D
    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 195,321 shares
    Change vs previous 13F +2,851 shares

    2.27% of the 13F portfolio, value $36,177,000.

    13F-HR 0001135077-23-000003 filed by HYMAN CHARLES D
    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 192,470 shares
    Change vs previous 13F +1,460 shares

    2.34% of the 13F portfolio, value $35,087,000.

    13F-HR 0001135077-23-000002 filed by HYMAN CHARLES D
    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 191,010 shares
    Change vs previous 13F -16 shares

    2.35% of the 13F portfolio, value $34,508,000.

    13F-HR 0001135077-23-000001 filed by HYMAN CHARLES D
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-09-30
    13F 191,026 shares
    Change vs previous 13F not available

    2.4% of the 13F portfolio, value $31,187,000.

    13F-HR 0001135077-22-000004 filed by HYMAN CHARLES D
    Filed (acceptance time not in the bulk data set), ingested

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