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Disclosery

Rosenbaum Jay D.: PEP position timeline

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

Rosenbaum Jay D. held 0 PEP shares at 2024-03-31 per its 13F-HR filed 2024-05-15.

the latest 13F is the newest step

  1. period ended2024-03-31
    13F 0 shares
    Change vs previous 13F -2,337 shares

    13F-HR 0001622820-24-000001 filed by Rosenbaum Jay D.
    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.

  2. period ended2023-12-31
    13F 2,337 shares
    Change vs previous 13F -4,351 shares

    1.03% of the 13F portfolio, value $396,916.

    13F-HR 0001324022-24-000002 filed by Rosenbaum Jay D.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-09-30
    13F 6,688 shares
    Change vs previous 13F -77 shares

    1.9% of the 13F portfolio, value $1,133,215.

    13F-HR 0001324022-23-000007 filed by Rosenbaum Jay D.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-06-30
    13F 6,765 shares
    Change vs previous 13F +412 shares

    2.01% of the 13F portfolio, value $1,253,013.

    13F-HR 0001324022-23-000004 filed by Rosenbaum Jay D.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-03-31
    13F 6,353 shares
    Change vs previous 13F -12 shares

    2.13% of the 13F portfolio, value $1,158,152.

    13F-HR 0001622820-23-000002 filed by Rosenbaum Jay D.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2022-12-31
    13F 6,365 shares
    Change vs previous 13F not available

    2.48% of the 13F portfolio, value $1,149,901.

    13F-HR 0001622820-23-000001 filed by Rosenbaum Jay D.
    Filed (acceptance time not in the bulk data set), ingested

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