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Disclosery

Midwest Trust Co: PEP position timeline

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

Midwest Trust Co held 384,601 PEP shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 384,601 shares
    Change vs previous 13F +1,744 shares

    0.59% of the 13F portfolio, value $52,074,975.

    13F-HR 0002077080-26-000012 filed by Midwest Trust Co
    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 382,857 shares
    Change vs previous 13F +17,816 shares

    0.74% of the 13F portfolio, value $59,453,864.

    13F-HR 0002077080-26-000009 filed by Midwest Trust Co
    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 365,041 shares
    Change vs previous 13F -12,149 shares

    0.65% of the 13F portfolio, value $52,390,684.

    13F-HR 0002077080-26-000002 filed by Midwest Trust Co
    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 377,190 shares
    Change vs previous 13F +1,261 shares

    0.69% of the 13F portfolio, value $52,972,564.

    13F-HR 0002077080-25-000006 filed by Midwest Trust Co
    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 375,929 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $49,637,665.

    13F-HR 0002077080-25-000004 filed by Midwest Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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