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PRIO WEALTH LIMITED PARTNERSHIP: PEP position timeline

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

PRIO WEALTH LIMITED PARTNERSHIP held 70,798 PEP shares at 2024-09-30 per its 13F-HR filed 2024-10-21.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 70,798 shares
    Change vs previous 13F -9,769 shares

    0.35% of the 13F portfolio, value $12,039,173.

    13F-HR 0001172661-24-004312 filed by PRIO WEALTH LIMITED PARTNERSHIP
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-06-30
    13F 80,567 shares
    Change vs previous 13F -28,150 shares

    0.4% of the 13F portfolio, value $13,287,898.

    13F-HR 0001172661-24-004074 filed by PRIO WEALTH LIMITED PARTNERSHIP
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-03-31
    13F 108,717 shares
    Change vs previous 13F -62,825 shares

    0.55% of the 13F portfolio, value $19,026,606.

    13F-HR 0001172661-24-002283 filed by PRIO WEALTH LIMITED PARTNERSHIP
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-12-31
    13F 171,542 shares
    Change vs previous 13F -17,467 shares

    1% of the 13F portfolio, value $29,134,746.

    13F-HR 0001172661-24-000295 filed by PRIO WEALTH LIMITED PARTNERSHIP
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-09-30
    13F 189,009 shares
    Change vs previous 13F -3,465 shares

    1.23% of the 13F portfolio, value $32,025,761.

    13F-HR 0001172661-23-003546 filed by PRIO WEALTH LIMITED PARTNERSHIP
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-06-30
    13F 192,474 shares
    Change vs previous 13F -3,907 shares

    1.28% of the 13F portfolio, value $35,649,982.

    13F-HR 0001172661-23-002798 filed by PRIO WEALTH LIMITED PARTNERSHIP
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-03-31
    13F 196,381 shares
    Change vs previous 13F -11,246 shares

    1.37% of the 13F portfolio, value $35,800,323.

    13F-HR 0001172661-23-002034 filed by PRIO WEALTH LIMITED PARTNERSHIP
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-12-31
    13F 207,627 shares
    Change vs previous 13F not available

    1.5% of the 13F portfolio, value $37,509,852.

    13F-HR 0001172661-23-000779 filed by PRIO WEALTH LIMITED PARTNERSHIP
    Filed (acceptance time not in the bulk data set), ingested

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