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Sonora Investment Management Group, LLC: PEP position timeline

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

Sonora Investment Management Group, LLC held 98,545 PEP shares at 2025-09-30 per its 13F-HR filed 2025-10-07.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 98,545 shares
    Change vs previous 13F +479 shares

    0.98% of the 13F portfolio, value $13,839,683.

    13F-HR 0001725547-25-004090 filed by Sonora Investment Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 98,066 shares
    Change vs previous 13F -3,711 shares

    0.96% of the 13F portfolio, value $12,948,584.

    13F-HR 0001725547-25-003449 filed by Sonora Investment Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 101,777 shares
    Change vs previous 13F +272 shares

    1.21% of the 13F portfolio, value $15,260,465.

    13F-HR 0001725547-25-001410 filed by Sonora Investment Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 101,505 shares
    Change vs previous 13F +6,078 shares

    1.18% of the 13F portfolio, value $15,434,904.

    13F-HR 0001725547-25-000171 filed by Sonora Investment Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 95,427 shares
    Change vs previous 13F +4,613 shares

    1.2% of the 13F portfolio, value $16,227,421.

    13F-HR 0001725547-24-005912 filed by Sonora Investment Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 90,814 shares
    Change vs previous 13F 0 shares

    1.24% of the 13F portfolio, value $15,893,320.

    13F-HR 0001725547-24-003165 filed by Sonora Investment Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 90,814 shares
    Change vs previous 13F +1,366 shares

    1.24% of the 13F portfolio, value $15,893,320.

    13F-HR 0001725547-24-002130 filed by Sonora Investment Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 89,448 shares
    Change vs previous 13F not available

    1.24% of the 13F portfolio, value $15,191,814.

    13F-HR 0001725547-24-000526 filed by Sonora Investment Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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