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Disclosery

NorthRock Partners, LLC: PEP position timeline

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

NorthRock Partners, LLC held 33,326 PEP shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,326 shares
    Change vs previous 13F -3,251 shares

    0.07% of the 13F portfolio, value $4,512,333.

    13F-HR 0001172661-26-003263 filed by NorthRock 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 ended2026-03-31
    13F 36,577 shares
    Change vs previous 13F +11,384 shares

    0.09% of the 13F portfolio, value $5,680,105.

    13F-HR 0001172661-26-002224 filed by NorthRock 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 ended2025-12-31
    13F 25,193 shares
    Change vs previous 13F -18,177 shares

    0.06% of the 13F portfolio, value $3,583,174.

    13F-HR 0001172661-26-001063 filed by NorthRock 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 ended2025-09-30
    13F 43,370 shares
    Change vs previous 13F +6,436 shares

    0.11% of the 13F portfolio, value $6,090,835.

    13F-HR 0001172661-25-004787 filed by NorthRock 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 ended2025-06-30
    13F/A 36,934 shares
    Change vs previous 13F +5,394 shares

    0.13% of the 13F portfolio, value $4,876,585.

    13F-HR/A 0001172661-25-004912 filed by NorthRock 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 ended2025-03-31
    13F 31,540 shares
    Change vs previous 13F +2,439 shares

    0.16% of the 13F portfolio, value $4,729,119.

    13F-HR 0001398344-25-008966 filed by NorthRock 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 ended2024-12-31
    13F/A 29,101 shares
    Change vs previous 13F -4,686 shares

    0.15% of the 13F portfolio, value $4,462,360.

    13F-HR/A 0001398344-25-007448 filed by NorthRock 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 ended2024-09-30
    13F/A 33,787 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $5,747,313.

    13F-HR/A 0001398344-25-007446 filed by NorthRock Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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