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SOMERVILLE KURT F: PEP position timeline

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

SOMERVILLE KURT F held 7,763 PEP shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,763 shares
    Change vs previous 13F -202 shares

    0.25% of the 13F portfolio, value $1,051,110.

    13F-HR 0001215208-26-000005 filed by SOMERVILLE KURT F
    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 7,965 shares
    Change vs previous 13F -2,330 shares

    0.33% of the 13F portfolio, value $1,236,885.

    13F-HR 0001215208-26-000002 filed by SOMERVILLE KURT F
    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 10,295 shares
    Change vs previous 13F -481 shares

    0.25% of the 13F portfolio, value $1,477,539.

    13F-HR 0001215208-26-000001 filed by SOMERVILLE KURT F
    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 10,776 shares
    Change vs previous 13F -75 shares

    0.25% of the 13F portfolio, value $1,513,381.

    13F-HR 0001215208-25-000008 filed by SOMERVILLE KURT F
    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 10,851 shares
    Change vs previous 13F -1,115 shares

    0.24% of the 13F portfolio, value $1,432,766.

    13F-HR 0001314376-25-000003 filed by SOMERVILLE KURT F
    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 11,966 shares
    Change vs previous 13F -3,615 shares

    0.31% of the 13F portfolio, value $1,794,182.

    13F-HR 0001215208-25-000001 filed by SOMERVILLE KURT F
    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 15,581 shares
    Change vs previous 13F -2,813 shares

    0.4% of the 13F portfolio, value $2,369,247.

    13F-HR 0001494234-25-000005 filed by SOMERVILLE KURT F
    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 18,394 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $3,127,899.

    13F-HR 0001053914-24-000005 filed by SOMERVILLE KURT F
    Filed (acceptance time not in the bulk data set), ingested

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