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M&R CAPITAL MANAGEMENT INC: PEP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of M&R CAPITAL MANAGEMENT INC on PEP, newest first. How the timeline and the estimate are built.

M&R CAPITAL MANAGEMENT INC held 47,992 PEP shares at 2024-09-30 per its 13F-HR filed 2024-10-02.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 47,992 shares
    Change vs previous 13F -139 shares

    1.8% of the 13F portfolio, value $8,161,009.

    13F-HR 0001214659-24-016992 filed by M&R CAPITAL MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-06-30
    13F 48,131 shares
    Change vs previous 13F +7,981 shares

    1.89% of the 13F portfolio, value $7,938,315.

    13F-HR 0001214659-24-011825 filed by M&R CAPITAL MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-03-31
    13F 40,150 shares
    Change vs previous 13F -310 shares

    1.72% of the 13F portfolio, value $7,023,704.

    13F-HR 0001214659-24-005825 filed by M&R CAPITAL MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-12-31
    13F 40,460 shares
    Change vs previous 13F +8,575 shares

    1.72% of the 13F portfolio, value $6,871,628.

    13F-HR 0001214659-24-000039 filed by M&R CAPITAL MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-09-30
    13F 31,885 shares
    Change vs previous 13F -161 shares

    1.48% of the 13F portfolio, value $5,402,675.

    13F-HR 0001214659-23-013282 filed by M&R CAPITAL MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-06-30
    13F 32,046 shares
    Change vs previous 13F +116 shares

    1.55% of the 13F portfolio, value $5,935,170.

    13F-HR 0001057395-23-000003 filed by M&R CAPITAL MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-03-31
    13F 31,930 shares
    Change vs previous 13F +194 shares

    1.63% of the 13F portfolio, value $5,820,538.

    13F-HR 0001057395-23-000002 filed by M&R CAPITAL MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-12-31
    13F 31,736 shares
    Change vs previous 13F not available

    1.58% of the 13F portfolio, value $5,733,467.

    13F-HR 0001057395-23-000001 filed by M&R CAPITAL MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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