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LIBERTY ONE INVESTMENT MANAGEMENT, LLC: PEP position timeline

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

LIBERTY ONE INVESTMENT MANAGEMENT, LLC held 0 PEP shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -36,670 shares

    13F-HR 0001398344-26-009114 filed by LIBERTY ONE INVESTMENT MANAGEMENT, 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.

  2. period ended2025-12-31
    13F 36,670 shares
    Change vs previous 13F -43,106 shares

    0.67% of the 13F portfolio, value $5,262,809.

    13F-HR 0001398344-26-003153 filed by LIBERTY ONE INVESTMENT MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 79,776 shares
    Change vs previous 13F +30,205 shares

    0.63% of the 13F portfolio, value $11,214,575.

    13F-HR 0001398344-25-019816 filed by LIBERTY ONE INVESTMENT MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 49,571 shares
    Change vs previous 13F +4,500 shares

    0.66% of the 13F portfolio, value $6,545,315.

    13F-HR 0001398344-25-014121 filed by LIBERTY ONE INVESTMENT MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 45,071 shares
    Change vs previous 13F -98,910 shares

    0.68% of the 13F portfolio, value $6,757,915.

    13F-HR 0001398344-25-008075 filed by LIBERTY ONE INVESTMENT MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 143,981 shares
    Change vs previous 13F +3,847 shares

    2.37% of the 13F portfolio, value $21,893,706.

    13F-HR 0001398344-25-000713 filed by LIBERTY ONE INVESTMENT MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 140,134 shares
    Change vs previous 13F not available

    2.44% of the 13F portfolio, value $23,829,817.

    13F-HR 0001398344-24-019709 filed by LIBERTY ONE INVESTMENT MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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