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IMS Capital Management: PEP position timeline

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

IMS Capital Management held 8,441 PEP shares at 2025-09-30 per its 13F-HR filed 2025-11-17.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 8,441 shares
    Change vs previous 13F -163 shares

    0.55% of the 13F portfolio, value $1,185,410.

    13F-HR 0001343916-25-000005 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 8,604 shares
    Change vs previous 13F -866 shares

    0.53% of the 13F portfolio, value $1,136,028.

    13F-HR 0001343916-25-000003 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 9,470 shares
    Change vs previous 13F -4,758 shares

    0.72% of the 13F portfolio, value $1,419,870.

    13F-HR 0001343916-25-000002 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 14,228 shares
    Change vs previous 13F -18 shares

    1% of the 13F portfolio, value $2,163,481.

    13F-HR 0001343916-25-000001 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 14,246 shares
    Change vs previous 13F +1 shares

    1.09% of the 13F portfolio, value $2,422,501.

    13F-HR 0001343916-24-000004 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 14,245 shares
    Change vs previous 13F -279 shares

    1.17% of the 13F portfolio, value $2,504,991.

    13F-HR 0001343916-24-000003 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 14,524 shares
    Change vs previous 13F -244 shares

    1.18% of the 13F portfolio, value $2,541,767.

    13F-HR 0001343916-24-000002 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 14,768 shares
    Change vs previous 13F not available

    1.23% of the 13F portfolio, value $2,508,202.

    13F-HR 0001343916-24-000001 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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