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Disclosery

InvesTrust: PEP position timeline

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

InvesTrust held 17,083 PEP shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,083 shares
    Change vs previous 13F +274 shares

    0.89% of the 13F portfolio, value $2,313,038.

    13F-HR 0002050848-26-000003 filed by InvesTrust
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 16,809 shares
    Change vs previous 13F +125 shares

    1.1% of the 13F portfolio, value $2,610,269.

    13F-HR 0002050848-26-000002 filed by InvesTrust
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 16,684 shares
    Change vs previous 13F -3,135 shares

    0.93% of the 13F portfolio, value $2,394,487.

    13F-HR 0002050848-26-000001 filed by InvesTrust
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 19,819 shares
    Change vs previous 13F +91 shares

    1.02% of the 13F portfolio, value $2,783,380.

    13F-HR 0002050848-25-000007 filed by InvesTrust
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 19,728 shares
    Change vs previous 13F -21,969 shares

    1.01% of the 13F portfolio, value $2,604,885.

    13F-HR 0002050848-25-000003 filed by InvesTrust
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 41,697 shares
    Change vs previous 13F +441 shares

    1.71% of the 13F portfolio, value $6,252,048.

    13F-HR 0002050848-25-000002 filed by InvesTrust
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 41,256 shares
    Change vs previous 13F not available

    1.74% of the 13F portfolio, value $6,267,551.

    13F-HR 0002050848-25-000001 filed by InvesTrust
    Filed (acceptance time not in the bulk data set), ingested

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