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Orca Investment Management, LLC: PEP position timeline

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

Orca Investment Management, LLC held 3,686 PEP shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,686 shares
    Change vs previous 13F -53 shares

    0.36% of the 13F portfolio, value $499,084.

    13F-HR 0001104659-26-091712 filed by Orca Investment Management, 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 3,739 shares
    Change vs previous 13F -136 shares

    0.49% of the 13F portfolio, value $580,629.

    13F-HR 0001104659-26-047339 filed by Orca Investment Management, 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 3,875 shares
    Change vs previous 13F +3 shares

    0.44% of the 13F portfolio, value $556,140.

    13F-HR 0001104659-26-004940 filed by Orca Investment Management, 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 3,872 shares
    Change vs previous 13F -8 shares

    0.45% of the 13F portfolio, value $543,784.

    13F-HR 0001104659-25-104091 filed by Orca Investment Management, 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 3,880 shares
    Change vs previous 13F +15 shares

    0.46% of the 13F portfolio, value $512,315.

    13F-HR 0001104659-25-070685 filed by Orca Investment Management, 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 3,865 shares
    Change vs previous 13F -86 shares

    0.58% of the 13F portfolio, value $579,518.

    13F-HR 0001104659-25-045448 filed by Orca Investment Management, 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 3,951 shares
    Change vs previous 13F -101 shares

    0.57% of the 13F portfolio, value $600,789.

    13F-HR 0001104659-25-012662 filed by Orca Investment Management, 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 4,052 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $689,043.

    13F-HR 0001104659-24-108000 filed by Orca Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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