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HighTower Trust Company, N.A.: PEP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HighTower Trust Company, N.A. on PEP, newest first. How the timeline and the estimate are built.

HighTower Trust Company, N.A. held 86,038 PEP shares at 2023-03-31 per its 13F-HR filed 2023-04-21.

the latest 13F is the newest step

  1. period ended2023-03-31
    13F 86,038 shares
    Change vs previous 13F +2,300 shares

    1.45% of the 13F portfolio, value $14,801,118.

    13F-HR 0001085146-23-001808 filed by HighTower Trust Company, N.A.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2022-12-31
    13F 83,738 shares
    Change vs previous 13F +931 shares

    1.47% of the 13F portfolio, value $15,219,382.

    13F-HR 0001085146-23-000466 filed by HighTower Trust Company, N.A.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2022-09-30
    13F 82,807 shares
    Change vs previous 13F +1,916 shares

    1.49% of the 13F portfolio, value $13,519,000.

    13F-HR 0001085146-22-003276 filed by HighTower Trust Company, N.A.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2022-06-30
    13F 80,891 shares
    Change vs previous 13F +241 shares

    1.43% of the 13F portfolio, value $13,611,000.

    13F-HR 0001085146-22-002508 filed by HighTower Trust Company, N.A.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2022-03-31
    13F 80,650 shares
    Change vs previous 13F +261 shares

    1.29% of the 13F portfolio, value $13,499,000.

    13F-HR 0001085146-22-001489 filed by HighTower Trust Company, N.A.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2021-12-31
    13F 80,389 shares
    Change vs previous 13F +10 shares

    1.36% of the 13F portfolio, value $13,964,000.

    13F-HR 0001085146-22-000129 filed by HighTower Trust Company, N.A.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2021-09-30
    13F 80,379 shares
    Change vs previous 13F +33 shares

    1.49% of the 13F portfolio, value $12,090,000.

    13F-HR 0001085146-21-002910 filed by HighTower Trust Company, N.A.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2021-06-30
    13F 80,346 shares
    Change vs previous 13F not available

    1.45% of the 13F portfolio, value $11,905,000.

    13F-HR 0001090413-21-000005 filed by HighTower Trust Company, N.A.
    Filed (acceptance time not in the bulk data set), ingested

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