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Disclosery

Lindbrook Capital, LLC: PEP position timeline

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

Lindbrook Capital, LLC held 6,272 PEP shares at 2025-03-31 per its 13F-HR filed 2025-05-05.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 6,272 shares
    Change vs previous 13F -14,029 shares

    0.09% of the 13F portfolio, value $940,424.

    13F-HR 0001767045-25-000002 filed by Lindbrook Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 20,301 shares
    Change vs previous 13F -6,530 shares

    0.28% of the 13F portfolio, value $3,086,970.

    13F-HR 0001767045-25-000001 filed by Lindbrook Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 26,831 shares
    Change vs previous 13F -3,267 shares

    0.4% of the 13F portfolio, value $4,562,612.

    13F-HR 0001767045-24-000006 filed by Lindbrook Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 30,098 shares
    Change vs previous 13F -8,742 shares

    0.47% of the 13F portfolio, value $4,964,063.

    13F-HR 0001767045-24-000003 filed by Lindbrook Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 38,840 shares
    Change vs previous 13F -510 shares

    0.64% of the 13F portfolio, value $6,797,388.

    13F-HR 0001767045-24-000002 filed by Lindbrook Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 39,350 shares
    Change vs previous 13F +209 shares

    0.67% of the 13F portfolio, value $6,683,204.

    13F-HR 0001767045-24-000001 filed by Lindbrook Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 39,141 shares
    Change vs previous 13F -1,269 shares

    0.74% of the 13F portfolio, value $6,632,051.

    13F-HR 0001767045-23-000004 filed by Lindbrook Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-06-30
    13F 40,410 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $7,484,740.

    13F-HR 0001767045-23-000003 filed by Lindbrook Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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