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PANORAMIC INVESTMENT ADVISORS, LLC: PEP position timeline

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

PANORAMIC INVESTMENT ADVISORS, LLC held 9,268 PEP shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,268 shares
    Change vs previous 13F -90 shares

    0.6% of the 13F portfolio, value $1,254,921.

    13F-HR 0001986152-26-000131 filed by PANORAMIC INVESTMENT 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/A 9,358 shares
    Change vs previous 13F +89 shares

    0.79% of the 13F portfolio, value $1,453,143.

    13F-HR/A 0001986152-26-000085 filed by PANORAMIC INVESTMENT 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 9,269 shares
    Change vs previous 13F -1,188 shares

    0.72% of the 13F portfolio, value $1,330,235.

    13F-HR 0001986152-26-000012 filed by PANORAMIC INVESTMENT 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 10,457 shares
    Change vs previous 13F +3,271 shares

    0.83% of the 13F portfolio, value $1,468,530.

    13F-HR 0001967332-25-000003 filed by PANORAMIC INVESTMENT 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 7,186 shares
    Change vs previous 13F -101 shares

    0.58% of the 13F portfolio, value $948,811.

    13F-HR 0001986152-25-000057 filed by PANORAMIC INVESTMENT 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 7,287 shares
    Change vs previous 13F +9 shares

    0.74% of the 13F portfolio, value $1,092,563.

    13F-HR 0001986152-25-000041 filed by PANORAMIC INVESTMENT 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 7,278 shares
    Change vs previous 13F -1,089 shares

    0.72% of the 13F portfolio, value $1,106,676.

    13F-HR 0001986152-25-000003 filed by PANORAMIC INVESTMENT ADVISORS, 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 8,367 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $1,422,770.

    13F-HR 0001986152-24-000049 filed by PANORAMIC INVESTMENT ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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