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KLINGENSTEIN FIELDS & CO LP: PEP position timeline

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

KLINGENSTEIN FIELDS & CO LP held 422,747 PEP shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 422,747 shares
    Change vs previous 13F -522 shares

    2% of the 13F portfolio, value $57,239,944.

    13F-HR 0001398344-26-013512 filed by KLINGENSTEIN FIELDS & CO LP
    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 423,269 shares
    Change vs previous 13F -3,583 shares

    2.59% of the 13F portfolio, value $65,729,443.

    13F-HR 0001398344-26-009033 filed by KLINGENSTEIN FIELDS & CO LP
    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 426,852 shares
    Change vs previous 13F -264 shares

    2.3% of the 13F portfolio, value $61,261,799.

    13F-HR 0001398344-26-002952 filed by KLINGENSTEIN FIELDS & CO LP
    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 427,116 shares
    Change vs previous 13F +148 shares

    2.26% of the 13F portfolio, value $59,984,171.

    13F-HR 0001398344-25-020923 filed by KLINGENSTEIN FIELDS & CO LP
    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 426,968 shares
    Change vs previous 13F -11,269 shares

    2.23% of the 13F portfolio, value $56,376,854.

    13F-HR 0000859872-25-000003 filed by KLINGENSTEIN FIELDS & CO LP
    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 438,237 shares
    Change vs previous 13F -553 shares

    2.79% of the 13F portfolio, value $65,709,256.

    13F-HR 0000859872-25-000002 filed by KLINGENSTEIN FIELDS & CO LP
    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 438,790 shares
    Change vs previous 13F -1,125 shares

    2.69% of the 13F portfolio, value $66,722,407.

    13F-HR 0000859872-25-000001 filed by KLINGENSTEIN FIELDS & CO LP
    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 439,915 shares
    Change vs previous 13F not available

    2.97% of the 13F portfolio, value $74,807,546.

    13F-HR 0000859872-24-000005 filed by KLINGENSTEIN FIELDS & CO LP
    Filed (acceptance time not in the bulk data set), ingested

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