Patrick Mauro Investment Advisor, INC.: PEP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Patrick Mauro Investment Advisor, INC. on PEP, newest first. How the timeline and the estimate are built.
Patrick Mauro Investment Advisor, INC. held 28,112 PEP shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 28,112 sharesChange vs previous 13F +6,172 shares
1.91% of the 13F portfolio, value $3,806,316.
13F-HR 0001104659-26-093201 filed by Patrick Mauro Investment Advisor, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 21,940 sharesChange vs previous 13F -22,556 shares
1.71% of the 13F portfolio, value $3,407,057.
13F-HR 0001104659-26-055990 filed by Patrick Mauro Investment Advisor, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 44,496 sharesChange vs previous 13F +723 shares
3.34% of the 13F portfolio, value $6,386,051.
13F-HR 0001104659-26-012407 filed by Patrick Mauro Investment Advisor, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 43,773 sharesChange vs previous 13F -1,369 shares
3.23% of the 13F portfolio, value $6,147,483.
13F-HR 0001104659-25-111194 filed by Patrick Mauro Investment Advisor, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 45,142 sharesChange vs previous 13F +7,803 shares
3.35% of the 13F portfolio, value $5,926,621.
13F-HR 0001104659-25-076740 filed by Patrick Mauro Investment Advisor, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 37,339 sharesChange vs previous 13F +7,143 shares
3.06% of the 13F portfolio, value $5,598,616.
13F-HR 0001104659-25-043900 filed by Patrick Mauro Investment Advisor, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 30,196 sharesChange vs previous 13F +8,100 shares
2.63% of the 13F portfolio, value $4,604,805.
13F-HR 0001104659-25-014414 filed by Patrick Mauro Investment Advisor, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 22,096 sharesChange vs previous 13F not available
1.98% of the 13F portfolio, value $3,757,441.
13F-HR 0001104659-24-116540 filed by Patrick Mauro Investment Advisor, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).