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New Potomac Partners, LLC: PEP position timeline

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

New Potomac Partners, LLC held 16,614 PEP shares at 2024-09-30 per its 13F-HR filed 2024-11-08.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 16,614 shares
    Change vs previous 13F 0 shares

    1.45% of the 13F portfolio, value $2,825,211.

    13F-HR 0001731466-24-000004 filed by New Potomac Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-06-30
    13F 16,614 shares
    Change vs previous 13F +168 shares

    1.5% of the 13F portfolio, value $2,740,148.

    13F-HR 0001731466-24-000002 filed by New Potomac Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-03-31
    13F 16,446 shares
    Change vs previous 13F +161 shares

    1.6% of the 13F portfolio, value $2,878,215.

    13F-HR 0001731466-24-000001 filed by New Potomac Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-12-31
    13F 16,285 shares
    Change vs previous 13F +2,720 shares

    1.65% of the 13F portfolio, value $2,765,845.

    13F-HR 0001940416-24-000002 filed by New Potomac Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-09-30
    13F 13,565 shares
    Change vs previous 13F +1,994 shares

    1.58% of the 13F portfolio, value $2,298,454.

    13F-HR 0001731466-23-000003 filed by New Potomac Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-06-30
    13F 11,571 shares
    Change vs previous 13F -622 shares

    1.41% of the 13F portfolio, value $2,143,181.

    13F-HR 0001731466-23-000002 filed by New Potomac Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-03-31
    13F 12,193 shares
    Change vs previous 13F +373 shares

    1.54% of the 13F portfolio, value $2,222,784.

    13F-HR 0001104659-23-050140 filed by New Potomac Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-12-31
    13F 11,820 shares
    Change vs previous 13F not available

    1.58% of the 13F portfolio, value $2,135,401.

    13F-HR 0001104659-23-004552 filed by New Potomac Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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