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Disclosery

MOTCO: PEP position timeline

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

MOTCO held 28,528 PEP shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,528 shares
    Change vs previous 13F -227 shares

    0.33% of the 13F portfolio, value $3,862,692.

    13F-HR 0001306333-26-000006 filed by MOTCO
    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 28,755 shares
    Change vs previous 13F +205 shares

    0.41% of the 13F portfolio, value $4,465,364.

    13F-HR 0001306333-26-000004 filed by MOTCO
    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 28,550 shares
    Change vs previous 13F -294 shares

    0.37% of the 13F portfolio, value $4,097,496.

    13F-HR 0001306333-26-000002 filed by MOTCO
    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 28,844 shares
    Change vs previous 13F -1,192 shares

    0.37% of the 13F portfolio, value $4,050,852.

    13F-HR 0001306333-25-000009 filed by MOTCO
    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 30,036 shares
    Change vs previous 13F -697 shares

    0.4% of the 13F portfolio, value $4,142,565.

    13F-HR 0001306333-25-000006 filed by MOTCO
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 30,733 shares
    Change vs previous 13F -2,020 shares

    0.49% of the 13F portfolio, value $4,608,106.

    13F-HR 0001306333-25-000004 filed by MOTCO
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 32,753 shares
    Change vs previous 13F -948 shares

    0.51% of the 13F portfolio, value $4,980,421.

    13F-HR 0001306333-25-000002 filed by MOTCO
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 33,701 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $5,730,855.

    13F-HR 0001306333-24-000008 filed by MOTCO
    Filed (acceptance time not in the bulk data set), ingested

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