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L.M. KOHN & COMPANY: PEP position timeline

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

L.M. KOHN & COMPANY held 4,362 PEP shares at 2025-09-30 per its 13F-HR filed 2025-11-04.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 4,362 shares
    Change vs previous 13F -7,654 shares

    0.74% of the 13F portfolio, value $612,599.

    13F-HR 0001214659-25-015817 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 12,016 shares
    Change vs previous 13F -4,931 shares

    0.43% of the 13F portfolio, value $1,586,543.

    13F-HR 0001214659-25-011375 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 16,947 shares
    Change vs previous 13F -204 shares

    0.66% of the 13F portfolio, value $2,541,045.

    13F-HR 0001214659-25-006185 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 17,151 shares
    Change vs previous 13F -111 shares

    0.67% of the 13F portfolio, value $2,607,918.

    13F-HR 0001214659-25-001603 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 17,262 shares
    Change vs previous 13F +283 shares

    0.74% of the 13F portfolio, value $2,935,444.

    13F-HR 0001214659-24-019201 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 16,979 shares
    Change vs previous 13F -408 shares

    0.76% of the 13F portfolio, value $2,800,354.

    13F-HR 0001214659-24-013256 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 17,387 shares
    Change vs previous 13F +396 shares

    0.86% of the 13F portfolio, value $3,042,906.

    13F-HR 0001214659-24-007537 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 16,991 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $2,885,771.

    13F-HR 0001214659-24-002225 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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