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POTOMAC FUND MANAGEMENT INC /ADV: PEP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of POTOMAC FUND MANAGEMENT INC /ADV on PEP, newest first. How the timeline and the estimate are built.

POTOMAC FUND MANAGEMENT INC /ADV held 8,122 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 8,122 shares
    Change vs previous 13F +275 shares

    0.03% of the 13F portfolio, value $1,099,740.

    13F-HR 0000826000-26-000007 filed by POTOMAC FUND MANAGEMENT INC /ADV
    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 7,847 shares
    Change vs previous 13F +349 shares

    0.04% of the 13F portfolio, value $1,218,589.

    13F-HR 0000826000-26-000005 filed by POTOMAC FUND MANAGEMENT INC /ADV
    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 7,498 shares
    Change vs previous 13F -16 shares

    0.04% of the 13F portfolio, value $1,076,055.

    13F-HR 0000826000-26-000003 filed by POTOMAC FUND MANAGEMENT INC /ADV
    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 7,514 shares
    Change vs previous 13F -73 shares

    0.04% of the 13F portfolio, value $1,055,210.

    13F-HR 0000826000-25-000012 filed by POTOMAC FUND MANAGEMENT INC /ADV
    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/A 7,587 shares
    Change vs previous 13F +399 shares

    0.06% of the 13F portfolio, value $1,026,940.

    13F-HR/A 0000826000-25-000010 filed by POTOMAC FUND MANAGEMENT INC /ADV
    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/A 7,188 shares
    Change vs previous 13F +1,111 shares

    0.45% of the 13F portfolio, value $1,018,823.

    13F-HR/A 0000826000-25-000009 filed by POTOMAC FUND MANAGEMENT INC /ADV
    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/A 6,077 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $924,051.

    13F-HR/A 0000826000-25-000008 filed by POTOMAC FUND MANAGEMENT INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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