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Disclosery

&PARTNERS: PEP position timeline

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

&PARTNERS held 471,030 PEP shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 471,030 shares
    Change vs previous 13F +20,333 shares

    0.26% of the 13F portfolio, value $63,744,900.

    13F-HR 0001214659-26-010148 filed by &PARTNERS
    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 450,697 shares
    Change vs previous 13F +13,186 shares

    0.35% of the 13F portfolio, value $69,990,040.

    13F-HR 0001214659-26-006256 filed by &PARTNERS
    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 437,511 shares
    Change vs previous 13F +30,232 shares

    0.33% of the 13F portfolio, value $62,752,659.

    13F-HR 0001214659-26-001828 filed by &PARTNERS
    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 407,279 shares
    Change vs previous 13F -23,354 shares

    0.37% of the 13F portfolio, value $57,171,677.

    13F-HR 0001214659-25-016487 filed by &PARTNERS
    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 430,633 shares
    Change vs previous 13F +79,688 shares

    0.44% of the 13F portfolio, value $56,899,916.

    13F-HR 0001214659-25-012047 filed by &PARTNERS
    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 350,945 shares
    Change vs previous 13F +59,666 shares

    0.56% of the 13F portfolio, value $52,439,734.

    13F-HR 0001214659-25-007673 filed by &PARTNERS
    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 291,279 shares
    Change vs previous 13F +136,520 shares

    0.52% of the 13F portfolio, value $43,641,376.

    13F-HR 0001214659-25-002647 filed by &PARTNERS
    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 154,759 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $26,331,151.

    13F-HR 0001214659-24-018930 filed by &PARTNERS
    Filed (acceptance time not in the bulk data set), ingested

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