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OARSMAN CAPITAL, INC.: PEP position timeline

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

OARSMAN CAPITAL, INC. held 13,538 PEP shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,538 shares
    Change vs previous 13F +1,036 shares

    0.19% of the 13F portfolio, value $1,833,066.

    13F-HR 0001569667-26-000003 filed by OARSMAN CAPITAL, INC.
    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 12,502 shares
    Change vs previous 13F -19 shares

    0.24% of the 13F portfolio, value $1,941,494.

    13F-HR 0001569667-26-000002 filed by OARSMAN CAPITAL, INC.
    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 12,521 shares
    Change vs previous 13F +89 shares

    0.23% of the 13F portfolio, value $1,796,994.

    13F-HR 0001569667-26-000001 filed by OARSMAN CAPITAL, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 12,432 shares
    Change vs previous 13F +78 shares

    0.24% of the 13F portfolio, value $1,745,929.

    13F-HR 0001569667-25-000013 filed by OARSMAN CAPITAL, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 12,354 shares
    Change vs previous 13F +1,560 shares

    0.26% of the 13F portfolio, value $1,631,270.

    13F-HR 0001569667-25-000003 filed by OARSMAN CAPITAL, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 10,794 shares
    Change vs previous 13F +987 shares

    0.29% of the 13F portfolio, value $1,618,474.

    13F-HR 0001569667-25-000002 filed by OARSMAN CAPITAL, INC.
    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 9,807 shares
    Change vs previous 13F +24 shares

    0.26% of the 13F portfolio, value $1,491,281.

    13F-HR 0001569667-25-000001 filed by OARSMAN CAPITAL, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 9,783 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $1,663,670.

    13F-HR 0001569667-24-000005 filed by OARSMAN CAPITAL, INC.
    Filed (acceptance time not in the bulk data set), ingested

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