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Monument Capital Management: PEP position timeline

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

Monument Capital Management held 2,005 PEP shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,005 shares
    Change vs previous 13F +239 shares

    0.05% of the 13F portfolio, value $254,052.

    13F-HR 0001729428-26-000006 filed by Monument Capital Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,766 shares
    Change vs previous 13F -668 shares

    0.05% of the 13F portfolio, value $239,093.

    13F-HR 0001729428-26-000005 filed by Monument Capital Management
    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 2,434 shares
    Change vs previous 13F -176 shares

    0.09% of the 13F portfolio, value $377,949.

    13F-HR 0001729428-26-000003 filed by Monument Capital Management
    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 2,610 shares
    Change vs previous 13F -1,615 shares

    0.09% of the 13F portfolio, value $374,563.

    13F-HR 0001729428-26-000001 filed by Monument Capital Management
    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 4,225 shares
    Change vs previous 13F +4,225 shares

    0.15% of the 13F portfolio, value $593,335.

    13F-HR 0001729428-25-000010 filed by Monument Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 0 shares
    Change vs previous 13F not available

    13F-HR 0001729428-25-000001 filed by Monument Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.