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Disclosery

James T. Borello RIA: PEP position timeline

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

James T. Borello RIA held 1,036 PEP shares at 2026-09-30 per its 13F-HR filed 2026-10-16.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,036 shares
    Change vs previous 13F +37 shares

    0.03% of the 13F portfolio, value $131,282.

    13F-HR 0002157919-26-000001 filed by James T. Borello RIA
    Accepted , ingested

  2. period ended2026-06-30
    13F 999 shares
    Change vs previous 13F -42 shares

    0.03% of the 13F portfolio, value $135,264.

    13F-HR 0002157919-26-000015 filed by James T. Borello RIA
    Accepted , ingested

  3. period ended2026-03-31
    13F 1,041 shares
    Change vs previous 13F -12 shares

    0.04% of the 13F portfolio, value $161,656.

    13F-HR 0002157919-26-000014 filed by James T. Borello RIA
    Accepted , ingested

  4. period ended2025-12-31
    13F 1,053 shares
    Change vs previous 13F +143 shares

    0.04% of the 13F portfolio, value $151,127.

    13F-HR 0002157919-26-000013 filed by James T. Borello RIA
    Accepted , ingested

  5. period ended2025-09-30
    13F 910 shares
    Change vs previous 13F +52 shares

    0.03% of the 13F portfolio, value $127,800.

    13F-HR 0002157919-26-000012 filed by James T. Borello RIA
    Accepted , ingested

  6. period ended2025-06-30
    13F 858 shares
    Change vs previous 13F +12 shares

    0.03% of the 13F portfolio, value $113,290.

    13F-HR 0002157919-26-000011 filed by James T. Borello RIA
    Accepted , ingested

  7. period ended2025-03-31
    13F 846 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $126,849.

    13F-HR 0002157919-26-000010 filed by James T. Borello RIA
    Accepted , ingested

  8. period ended2024-12-31
    13F 846 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $128,643.

    13F-HR 0002157919-26-000009 filed by James T. Borello RIA
    Accepted , ingested