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PIERSHALE FINANCIAL GROUP, INC.: PEP position timeline

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

PIERSHALE FINANCIAL GROUP, INC. held 1,231 PEP shares at 2023-06-30 per its 13F-HR filed 2023-07-06.

the latest 13F is the newest step

  1. period ended2023-06-30
    13F 1,231 shares
    Change vs previous 13F +5 shares

    0.15% of the 13F portfolio, value $227,948.

    13F-HR 0001214659-23-009301 filed by PIERSHALE FINANCIAL GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2023-03-31
    13F 1,226 shares
    Change vs previous 13F +4 shares

    0.18% of the 13F portfolio, value $223,533.

    13F-HR 0001214659-23-005278 filed by PIERSHALE FINANCIAL GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2022-12-31
    13F 1,222 shares
    Change vs previous 13F +1,222 shares

    0.18% of the 13F portfolio, value $220,714.

    13F-HR 0001214659-23-000594 filed by PIERSHALE FINANCIAL GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2022-09-30
    13F 0 shares
    Change vs previous 13F -1,218 shares

    13F-HR 0001214659-22-012640 filed by PIERSHALE FINANCIAL GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  5. period ended2022-06-30
    13F 1,218 shares
    Change vs previous 13F +5 shares

    0.19% of the 13F portfolio, value $203,000.

    13F-HR 0001214659-22-008837 filed by PIERSHALE FINANCIAL GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2022-03-31
    13F 1,213 shares
    Change vs previous 13F +4 shares

    0.18% of the 13F portfolio, value $203,000.

    13F-HR 0001214659-22-005020 filed by PIERSHALE FINANCIAL GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2021-12-31
    13F 1,209 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $210,000.

    13F-HR 0001214659-22-000973 filed by PIERSHALE FINANCIAL GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

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