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KARPAS STRATEGIES, LLC: PEP position timeline

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

KARPAS STRATEGIES, LLC held 3,442 PEP shares at 2024-06-30 per its 13F-HR filed 2024-07-30.

the latest 13F is the newest step

  1. period ended2024-06-30
    13F 3,442 shares
    Change vs previous 13F +29 shares

    0.18% of the 13F portfolio, value $567,756.

    13F-HR 0001127544-24-000006 filed by KARPAS STRATEGIES, 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 3,413 shares
    Change vs previous 13F +15 shares

    0.19% of the 13F portfolio, value $597,243.

    13F-HR 0001127544-24-000004 filed by KARPAS STRATEGIES, 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 3,398 shares
    Change vs previous 13F -353 shares

    0.19% of the 13F portfolio, value $577,172.

    13F-HR 0001127544-24-000002 filed by KARPAS STRATEGIES, 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 3,751 shares
    Change vs previous 13F -88 shares

    0.23% of the 13F portfolio, value $635,495.

    13F-HR 0001127544-23-000009 filed by KARPAS STRATEGIES, 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 3,839 shares
    Change vs previous 13F +14 shares

    0.24% of the 13F portfolio, value $711,107.

    13F-HR 0001127544-23-000007 filed by KARPAS STRATEGIES, 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 3,825 shares
    Change vs previous 13F +15 shares

    0.25% of the 13F portfolio, value $697,220.

    13F-HR 0001127544-23-000005 filed by KARPAS STRATEGIES, 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 3,810 shares
    Change vs previous 13F -17 shares

    0.24% of the 13F portfolio, value $688,312.

    13F-HR 0001127544-23-000003 filed by KARPAS STRATEGIES, LLC
    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 3,827 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $625,000.

    13F-HR 0001127544-22-000008 filed by KARPAS STRATEGIES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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