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KELLY LAWRENCE W & ASSOCIATES INC/CA: PEP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of KELLY LAWRENCE W & ASSOCIATES INC/CA on PEP, newest first. How the timeline and the estimate are built.

KELLY LAWRENCE W & ASSOCIATES INC/CA held 59,121 PEP shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 59,121 shares
    Change vs previous 13F +500 shares

    1.71% of the 13F portfolio, value $8,004,973.

    13F-HR 0000920441-26-000003 filed by KELLY LAWRENCE W & ASSOCIATES INC/CA
    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 58,621 shares
    Change vs previous 13F -3,648 shares

    2.53% of the 13F portfolio, value $9,103,243.

    13F-HR 0000920441-26-000002 filed by KELLY LAWRENCE W & ASSOCIATES INC/CA
    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 62,269 shares
    Change vs previous 13F -410 shares

    2.17% of the 13F portfolio, value $8,936,835.

    13F-HR 0000920441-26-000001 filed by KELLY LAWRENCE W & ASSOCIATES INC/CA
    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 62,679 shares
    Change vs previous 13F +1,860 shares

    2.13% of the 13F portfolio, value $8,802,627.

    13F-HR 0000920441-25-000008 filed by KELLY LAWRENCE W & ASSOCIATES INC/CA
    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 60,819 shares
    Change vs previous 13F -471 shares

    2.1% of the 13F portfolio, value $8,030,530.

    13F-HR 0000920441-25-000007 filed by KELLY LAWRENCE W & ASSOCIATES INC/CA
    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 61,290 shares
    Change vs previous 13F +250 shares

    2.23% of the 13F portfolio, value $9,189,811.

    13F-HR 0000920441-25-000005 filed by KELLY LAWRENCE W & ASSOCIATES INC/CA
    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 61,040 shares
    Change vs previous 13F -1,329 shares

    2.17% of the 13F portfolio, value $9,281,730.

    13F-HR 0000920441-25-000002 filed by KELLY LAWRENCE W & ASSOCIATES INC/CA
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 62,369 shares
    Change vs previous 13F not available

    2.39% of the 13F portfolio, value $10,605,835.

    13F-HR 0000920441-24-000004 filed by KELLY LAWRENCE W & ASSOCIATES INC/CA
    Filed (acceptance time not in the bulk data set), ingested

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