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Disclosery

Legacy Trust: PEP position timeline

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

Legacy Trust held 10,778 PEP shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,778 shares
    Change vs previous 13F -77 shares

    0.26% of the 13F portfolio, value $1,459,341.

    13F-HR 0001772483-26-000004 filed by Legacy Trust
    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 10,855 shares
    Change vs previous 13F -47 shares

    0.32% of the 13F portfolio, value $1,685,673.

    13F-HR 0001772483-26-000002 filed by Legacy Trust
    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 10,902 shares
    Change vs previous 13F -70 shares

    0.29% of the 13F portfolio, value $1,564,655.

    13F-HR 0001772483-26-000001 filed by Legacy Trust
    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 10,972 shares
    Change vs previous 13F +1,263 shares

    0.3% of the 13F portfolio, value $1,540,908.

    13F-HR 0001772483-25-000006 filed by Legacy Trust
    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 9,709 shares
    Change vs previous 13F -44 shares

    0.31% of the 13F portfolio, value $1,281,976.

    13F-HR 0001772483-25-000003 filed by Legacy Trust
    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 9,753 shares
    Change vs previous 13F -176 shares

    0.35% of the 13F portfolio, value $1,462,365.

    13F-HR 0001772483-25-000002 filed by Legacy Trust
    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 9,929 shares
    Change vs previous 13F -621 shares

    0.35% of the 13F portfolio, value $1,509,804.

    13F-HR 0001772483-25-000001 filed by Legacy Trust
    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 10,550 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $1,794,028.

    13F-HR 0001772483-24-000004 filed by Legacy Trust
    Filed (acceptance time not in the bulk data set), ingested

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