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LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA: PEP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA on PEP, newest first. How the timeline and the estimate are built.

LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA held 168,532 PEP shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 168,532 shares
    Change vs previous 13F -4 shares

    0.22% of the 13F portfolio, value $22,819,171.

    13F-HR 0000932974-26-000008 filed by LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
    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 168,536 shares
    Change vs previous 13F -7,831 shares

    0.27% of the 13F portfolio, value $26,470,225.

    13F-HR 0000932974-26-000003 filed by LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
    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 176,367 shares
    Change vs previous 13F -37,780 shares

    0.24% of the 13F portfolio, value $26,239,883.

    13F-HR 0000932974-26-000001 filed by LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
    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 214,147 shares
    Change vs previous 13F -5,136 shares

    0.28% of the 13F portfolio, value $32,445,451.

    13F-HR 0000932974-25-000013 filed by LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
    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 219,283 shares
    Change vs previous 13F -1,367 shares

    0.26% of the 13F portfolio, value $28,954,152.

    13F-HR 0000932974-25-000012 filed by LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
    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 220,650 shares
    Change vs previous 13F -7,131 shares

    0.31% of the 13F portfolio, value $31,389,750.

    13F-HR 0000932974-25-000004 filed by LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
    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 227,781 shares
    Change vs previous 13F -12,985 shares

    0.3% of the 13F portfolio, value $35,217,199.

    13F-HR 0000932974-25-000001 filed by LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
    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 240,766 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $41,450,266.

    13F-HR 0000932974-24-000006 filed by LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
    Filed (acceptance time not in the bulk data set), ingested

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