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Disclosery

Smith Anglin Financial, LLC: PEP position timeline

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

Smith Anglin Financial, LLC held 7,859 PEP shares at 2025-06-30 per its 13F-HR filed 2025-07-17.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 7,859 shares
    Change vs previous 13F +128 shares

    0.09% of the 13F portfolio, value $1,037,686.

    13F-HR 0001553540-25-000005 filed by Smith Anglin Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 7,731 shares
    Change vs previous 13F -261 shares

    0.12% of the 13F portfolio, value $1,159,160.

    13F-HR 0001553540-25-000004 filed by Smith Anglin Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 7,992 shares
    Change vs previous 13F -230 shares

    0.11% of the 13F portfolio, value $1,215,319.

    13F-HR 0001553540-25-000001 filed by Smith Anglin Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 8,222 shares
    Change vs previous 13F +70 shares

    0.13% of the 13F portfolio, value $1,398,213.

    13F-HR 0001553540-24-000006 filed by Smith Anglin Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 8,152 shares
    Change vs previous 13F -263 shares

    0.14% of the 13F portfolio, value $1,344,468.

    13F-HR 0001553540-24-000004 filed by Smith Anglin Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 8,415 shares
    Change vs previous 13F +422 shares

    0.15% of the 13F portfolio, value $1,472,770.

    13F-HR 0001553540-24-000003 filed by Smith Anglin Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 7,993 shares
    Change vs previous 13F -148 shares

    0.16% of the 13F portfolio, value $1,357,597.

    13F-HR 0001553540-24-000002 filed by Smith Anglin Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 8,141 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,379,393.

    13F-HR 0001553540-23-000005 filed by Smith Anglin Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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