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Disclosery

Proficio Capital Partners LLC: PEP position timeline

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

Proficio Capital Partners LLC held 5,812 PEP shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,812 shares
    Change vs previous 13F +5,812 shares

    0.03% of the 13F portfolio, value $786,920.

    13F-HR 0001214659-26-010442 filed by Proficio Capital Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F/A 0 shares
    Change vs previous 13F -3,775 shares

    13F-HR/A 0001214659-25-016818 filed by Proficio Capital Partners LLC
    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.

  3. period ended2025-06-30
    13F 3,775 shares
    Change vs previous 13F -645 shares

    0.03% of the 13F portfolio, value $498,427.

    13F-HR 0001214659-25-011672 filed by Proficio Capital Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 4,420 shares
    Change vs previous 13F -29 shares

    0.05% of the 13F portfolio, value $662,806.

    13F-HR 0001214659-25-007000 filed by Proficio Capital Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F/A 4,449 shares
    Change vs previous 13F +824 shares

    0.05% of the 13F portfolio, value $676,534.

    13F-HR/A 0001214659-25-002094 filed by Proficio Capital Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 3,625 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $616,452.

    13F-HR 0001214659-24-018255 filed by Proficio Capital Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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