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Disclosery

S&CO INC: PEP position timeline

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

S&CO INC held 75,677 PEP shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 75,677 shares
    Change vs previous 13F -1,305 shares

    0.59% of the 13F portfolio, value $10,246,000.

    13F-HR 0001082461-26-000003 filed by S&CO INC
    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 76,982 shares
    Change vs previous 13F -5,300 shares

    0.74% of the 13F portfolio, value $11,954,000.

    13F-HR 0001082461-26-000002 filed by S&CO INC
    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 82,282 shares
    Change vs previous 13F -1,085 shares

    0.73% of the 13F portfolio, value $11,809,000.

    13F-HR 0001082461-26-000001 filed by S&CO INC
    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 83,367 shares
    Change vs previous 13F -5,880 shares

    0.72% of the 13F portfolio, value $11,708,000.

    13F-HR 0001082461-25-000005 filed by S&CO INC
    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 89,247 shares
    Change vs previous 13F -8,662 shares

    0.76% of the 13F portfolio, value $11,784,000.

    13F-HR 0001082461-25-000003 filed by S&CO INC
    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 97,909 shares
    Change vs previous 13F -5,537 shares

    0.99% of the 13F portfolio, value $14,680,000.

    13F-HR 0001082461-25-000002 filed by S&CO INC
    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 103,446 shares
    Change vs previous 13F -3,520 shares

    1.07% of the 13F portfolio, value $15,729,000.

    13F-HR 0001082461-25-000001 filed by S&CO INC
    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 106,966 shares
    Change vs previous 13F not available

    1.19% of the 13F portfolio, value $18,189,000.

    13F-HR 0001082461-24-000005 filed by S&CO INC
    Filed (acceptance time not in the bulk data set), ingested

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