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NEVILLE RODIE & SHAW INC: PEP position timeline

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

NEVILLE RODIE & SHAW INC held 34,378 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 34,378 shares
    Change vs previous 13F -675 shares

    0.3% of the 13F portfolio, value $4,357,000.

    13F-HR 0000071210-26-000006 filed by NEVILLE RODIE & SHAW INC
    Accepted , ingested

  2. period ended2026-06-30
    13F 35,053 shares
    Change vs previous 13F -75 shares

    0.31% of the 13F portfolio, value $4,746,000.

    13F-HR 0000071210-26-000003 filed by NEVILLE RODIE & SHAW INC
    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 35,128 shares
    Change vs previous 13F -933 shares

    0.4% of the 13F portfolio, value $5,455,000.

    13F-HR 0000071210-26-000002 filed by NEVILLE RODIE & SHAW INC
    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 36,061 shares
    Change vs previous 13F -1,493 shares

    0.37% of the 13F portfolio, value $5,175,000.

    13F-HR 0000071210-26-000001 filed by NEVILLE RODIE & SHAW INC
    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 37,554 shares
    Change vs previous 13F -326 shares

    0.38% of the 13F portfolio, value $5,274,000.

    13F-HR 0000071210-25-000006 filed by NEVILLE RODIE & SHAW INC
    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 37,880 shares
    Change vs previous 13F -1,883 shares

    0.37% of the 13F portfolio, value $5,002,000.

    13F-HR 0000071210-25-000003 filed by NEVILLE RODIE & SHAW INC
    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 39,763 shares
    Change vs previous 13F -5,650 shares

    0.47% of the 13F portfolio, value $5,962,000.

    13F-HR 0000071210-25-000002 filed by NEVILLE RODIE & SHAW INC
    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 45,413 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $6,906,000.

    13F-HR 0000071210-25-000001 filed by NEVILLE RODIE & SHAW INC
    Filed (acceptance time not in the bulk data set), ingested

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