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Disclosery

Legacy Advisors, LLC: PEP position timeline

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

Legacy Advisors, LLC held 15,046 PEP shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,046 shares
    Change vs previous 13F +3,649 shares

    0.19% of the 13F portfolio, value $2,037,164.

    13F-HR 0001720969-26-000004 filed by Legacy Advisors, LLC
    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 11,397 shares
    Change vs previous 13F -26 shares

    0.21% of the 13F portfolio, value $1,769,893.

    13F-HR 0001720969-26-000003 filed by Legacy Advisors, LLC
    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 11,423 shares
    Change vs previous 13F +954 shares

    0.18% of the 13F portfolio, value $1,654,717.

    13F-HR 0001720969-26-000001 filed by Legacy Advisors, LLC
    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 10,469 shares
    Change vs previous 13F +10,469 shares

    0.18% of the 13F portfolio, value $1,470,266.

    13F-HR 0001720969-25-000003 filed by Legacy Advisors, LLC
    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 0 shares
    Change vs previous 13F -22,728 shares

    13F-HR 0001085146-25-004647 filed by Legacy Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  6. period ended2025-03-31
    13F 22,728 shares
    Change vs previous 13F -7,830 shares

    0.36% of the 13F portfolio, value $3,407,857.

    13F-HR 0001667731-25-000489 filed by Legacy Advisors, LLC
    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 30,558 shares
    Change vs previous 13F -454 shares

    0.46% of the 13F portfolio, value $4,688,455.

    13F-HR 0001667731-25-000263 filed by Legacy Advisors, LLC
    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 31,012 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $5,273,506.

    13F-HR 0001720969-24-000004 filed by Legacy Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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