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MassMutual Private Wealth & Trust, FSB: PEP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MassMutual Private Wealth & Trust, FSB on PEP, newest first. How the timeline and the estimate are built.

MassMutual Private Wealth & Trust, FSB held 149,520 PEP shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 149,520 shares
    Change vs previous 13F +2,619 shares

    0.5% of the 13F portfolio, value $18,947,174.

    13F-HR 0001193125-26-413053 filed by MassMutual Private Wealth & Trust, FSB
    Accepted , ingested

  2. period ended2026-06-30
    13F 146,901 shares
    Change vs previous 13F -5,930 shares

    0.51% of the 13F portfolio, value $19,890,395.

    13F-HR 0001193125-26-293910 filed by MassMutual Private Wealth & Trust, FSB
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 152,831 shares
    Change vs previous 13F +19,072 shares

    0.65% of the 13F portfolio, value $23,733,126.

    13F-HR 0001193125-26-152544 filed by MassMutual Private Wealth & Trust, FSB
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 133,759 shares
    Change vs previous 13F -4,490 shares

    0.49% of the 13F portfolio, value $19,197,092.

    13F-HR 0001193125-26-006210 filed by MassMutual Private Wealth & Trust, FSB
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 138,249 shares
    Change vs previous 13F -81,433 shares

    0.49% of the 13F portfolio, value $19,415,690.

    13F-HR 0001193125-25-246783 filed by MassMutual Private Wealth & Trust, FSB
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 219,682 shares
    Change vs previous 13F +1,697 shares

    0.77% of the 13F portfolio, value $29,006,811.

    13F-HR 0000950123-25-006218 filed by MassMutual Private Wealth & Trust, FSB
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 217,985 shares
    Change vs previous 13F +13,475 shares

    0.95% of the 13F portfolio, value $32,684,671.

    13F-HR 0000950123-25-003277 filed by MassMutual Private Wealth & Trust, FSB
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 204,510 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $31,097,791.

    13F-HR 0000950123-25-000326 filed by MassMutual Private Wealth & Trust, FSB
    Filed (acceptance time not in the bulk data set), ingested

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