MARSHALL & SULLIVAN INC /WA/: PEP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MARSHALL & SULLIVAN INC /WA/ on PEP, newest first. How the timeline and the estimate are built.

MARSHALL & SULLIVAN INC /WA/ held 32,358 PEP shares at 2025-09-30 per its 13F-HR filed 2025-10-15.

the latest 13F is the newest step

period ended2025-09-30
13F 32,358 shares
Change vs previous 13F +672 shares
2.11% of the 13F portfolio, value $4,544,358.
13F-HR 0001420506-25-002850 filed by MARSHALL & SULLIVAN INC /WA/
Filed 2025-10-15 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 31,686 shares
Change vs previous 13F +598 shares
2.01% of the 13F portfolio, value $4,183,820.
13F-HR 0001420506-25-001492 filed by MARSHALL & SULLIVAN INC /WA/
Filed 2025-07-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 31,088 shares
Change vs previous 13F +200 shares
2.37% of the 13F portfolio, value $4,661,335.
13F-HR 0001420506-25-000751 filed by MARSHALL & SULLIVAN INC /WA/
Filed 2025-04-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 30,888 shares
Change vs previous 13F +530 shares
2.3% of the 13F portfolio, value $4,696,830.
13F-HR 0001420506-25-000019 filed by MARSHALL & SULLIVAN INC /WA/
Filed 2025-01-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 30,358 shares
Change vs previous 13F -102 shares
2.48% of the 13F portfolio, value $5,162,378.
13F-HR 0001420506-24-002085 filed by MARSHALL & SULLIVAN INC /WA/
Filed 2024-10-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-06-30
13F 30,460 shares
Change vs previous 13F -371 shares
2.51% of the 13F portfolio, value $5,023,768.
13F-HR 0001420506-24-001102 filed by MARSHALL & SULLIVAN INC /WA/
Filed 2024-07-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-03-31
13F 30,831 shares
Change vs previous 13F +69 shares
2.67% of the 13F portfolio, value $5,395,734.
13F-HR 0001420506-24-000573 filed by MARSHALL & SULLIVAN INC /WA/
Filed 2024-04-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-12-31
13F 30,762 shares
Change vs previous 13F not available
2.76% of the 13F portfolio, value $5,224,619.
13F-HR 0001420506-24-000019 filed by MARSHALL & SULLIVAN INC /WA/
Filed 2024-01-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC
Acceptance time not in the bulk data set (spec §4.2).