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Roundview Capital LLC: PEP position timeline

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

Roundview Capital LLC held 24,481 PEP shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,481 shares
    Change vs previous 13F -388 shares

    0.18% of the 13F portfolio, value $3,314,786.

    13F-HR 0001476804-26-000010 filed by Roundview Capital LLC
    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 24,869 shares
    Change vs previous 13F -406 shares

    0.24% of the 13F portfolio, value $3,861,936.

    13F-HR 0001476804-26-000005 filed by Roundview Capital LLC
    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 25,275 shares
    Change vs previous 13F -1,949 shares

    0.22% of the 13F portfolio, value $3,627,495.

    13F-HR 0001476804-26-000003 filed by Roundview Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 27,224 shares
    Change vs previous 13F -767 shares

    0.24% of the 13F portfolio, value $3,823,365.

    13F-HR 0001476804-25-000013 filed by Roundview Capital LLC
    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 27,991 shares
    Change vs previous 13F -4,947 shares

    0.25% of the 13F portfolio, value $3,695,907.

    13F-HR 0001476804-25-000010 filed by Roundview Capital LLC
    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 32,938 shares
    Change vs previous 13F -4,466 shares

    0.36% of the 13F portfolio, value $4,938,739.

    13F-HR 0001476804-25-000004 filed by Roundview Capital LLC
    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 37,404 shares
    Change vs previous 13F -1,328 shares

    0.4% of the 13F portfolio, value $5,687,621.

    13F-HR 0001476804-25-000002 filed by Roundview Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 38,732 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $6,586,342.

    13F-HR 0001476804-24-000013 filed by Roundview Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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