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Pacific Point Advisors, LLC: PEP position timeline

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

Pacific Point Advisors, LLC held 9,010 PEP shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,010 shares
    Change vs previous 13F -8,564 shares

    0.56% of the 13F portfolio, value $1,219,897.

    13F-HR 0001951757-26-001050 filed by Pacific Point Advisors, 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 17,574 shares
    Change vs previous 13F +32 shares

    1.44% of the 13F portfolio, value $2,729,143.

    13F-HR 0001951757-26-000771 filed by Pacific Point Advisors, 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 17,542 shares
    Change vs previous 13F -484 shares

    1.35% of the 13F portfolio, value $2,517,601.

    13F-HR 0001951757-26-000256 filed by Pacific Point Advisors, 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 18,026 shares
    Change vs previous 13F -250 shares

    1.48% of the 13F portfolio, value $2,531,587.

    13F-HR 0001951757-25-001303 filed by Pacific Point Advisors, 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 18,276 shares
    Change vs previous 13F -27 shares

    1.31% of the 13F portfolio, value $2,413,227.

    13F-HR 0001951757-25-000892 filed by Pacific Point Advisors, 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 18,303 shares
    Change vs previous 13F +856 shares

    1.52% of the 13F portfolio, value $2,744,351.

    13F-HR 0001951757-25-000477 filed by Pacific Point Advisors, 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 17,447 shares
    Change vs previous 13F not available

    1.52% of the 13F portfolio, value $2,503,469.

    13F-HR 0001951757-25-000271 filed by Pacific Point Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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