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Disclosery

Pettee Investors, Inc.: PEP position timeline

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

Pettee Investors, Inc. held 9,275 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 9,275 shares
    Change vs previous 13F 0 shares

    0.62% of the 13F portfolio, value $1,255,835.

    13F-HR 0001596901-26-000003 filed by Pettee Investors, Inc.
    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 9,275 shares
    Change vs previous 13F +1,029 shares

    0.76% of the 13F portfolio, value $1,469,995.

    13F-HR 0001596901-26-000002 filed by Pettee Investors, Inc.
    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 8,246 shares
    Change vs previous 13F +91 shares

    0.66% of the 13F portfolio, value $1,183,466.

    13F-HR 0001596901-26-000001 filed by Pettee Investors, Inc.
    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 8,155 shares
    Change vs previous 13F -3,432 shares

    0.63% of the 13F portfolio, value $1,145,288.

    13F-HR 0001596901-25-000005 filed by Pettee Investors, Inc.
    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 11,587 shares
    Change vs previous 13F 0 shares

    0.91% of the 13F portfolio, value $1,529,947.

    13F-HR 0001596901-25-000003 filed by Pettee Investors, Inc.
    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 11,587 shares
    Change vs previous 13F +360 shares

    1.04% of the 13F portfolio, value $1,737,355.

    13F-HR 0001596901-25-000002 filed by Pettee Investors, Inc.
    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 11,227 shares
    Change vs previous 13F -70 shares

    0.87% of the 13F portfolio, value $1,707,178.

    13F-HR 0001596901-25-000001 filed by Pettee Investors, Inc.
    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 11,297 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $1,921,055.

    13F-HR 0001596901-24-000004 filed by Pettee Investors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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