Skip to content

Princeton Portfolio Strategies Group LLC: PEP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Princeton Portfolio Strategies Group LLC on PEP, newest first. How the timeline and the estimate are built.

Princeton Portfolio Strategies Group LLC held 34,936 PEP shares at 2021-06-30 per its 13F-HR filed 2021-08-02.

the latest 13F is the newest step

  1. period ended2021-06-30
    13F 34,936 shares
    Change vs previous 13F -1,512 shares

    1% of the 13F portfolio, value $5,176,000.

    13F-HR 0001568289-21-000003 filed by Princeton Portfolio Strategies Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2021-03-31
    13F 36,448 shares
    Change vs previous 13F -1,327 shares

    1% of the 13F portfolio, value $5,156,000.

    13F-HR 0001568289-21-000002 filed by Princeton Portfolio Strategies Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2020-12-31
    13F 37,775 shares
    Change vs previous 13F -303 shares

    1.11% of the 13F portfolio, value $5,602,000.

    13F-HR 0001568289-21-000001 filed by Princeton Portfolio Strategies Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2020-09-30
    13F 38,078 shares
    Change vs previous 13F -2,160 shares

    1.15% of the 13F portfolio, value $5,278,000.

    13F-HR 0001568289-20-000004 filed by Princeton Portfolio Strategies Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2020-06-30
    13F 40,238 shares
    Change vs previous 13F +315 shares

    1.27% of the 13F portfolio, value $5,322,000.

    13F-HR 0001568289-20-000003 filed by Princeton Portfolio Strategies Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2020-03-31
    13F 39,923 shares
    Change vs previous 13F -762 shares

    1.39% of the 13F portfolio, value $4,795,000.

    13F-HR 0001568289-20-000002 filed by Princeton Portfolio Strategies Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2019-12-31
    13F 40,685 shares
    Change vs previous 13F -105 shares

    1.31% of the 13F portfolio, value $5,560,000.

    13F-HR 0001568289-20-000001 filed by Princeton Portfolio Strategies Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2019-09-30
    13F 40,790 shares
    Change vs previous 13F not available

    1.4% of the 13F portfolio, value $5,592,000.

    13F-HR 0001568289-19-000004 filed by Princeton Portfolio Strategies Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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