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St. Clair Advisors, LLC: PEP position timeline

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

St. Clair Advisors, LLC held 23,371 PEP shares at 2026-06-30 per its 13F-HR filed 2026-07-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,371 shares
    Change vs previous 13F 0 shares

    0.81% of the 13F portfolio, value $3,164,433.

    13F-HR 0002056292-26-000003 filed by St. Clair Advisors, LLC
    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 23,371 shares
    Change vs previous 13F -1,586 shares

    0.97% of the 13F portfolio, value $3,629,282.

    13F-HR 0002056292-26-000002 filed by St. Clair Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 24,957 shares
    Change vs previous 13F +750 shares

    0.92% of the 13F portfolio, value $3,581,828.

    13F-HR 0002056292-26-000001 filed by St. Clair Advisors, LLC
    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 24,207 shares
    Change vs previous 13F -62 shares

    0.9% of the 13F portfolio, value $3,399,631.

    13F-HR 0002056292-25-000026 filed by St. Clair Advisors, LLC
    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 24,269 shares
    Change vs previous 13F 0 shares

    0.84% of the 13F portfolio, value $3,204,479.

    13F-HR 0002056292-25-000024 filed by St. Clair Advisors, LLC
    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 24,269 shares
    Change vs previous 13F 0 shares

    1.02% of the 13F portfolio, value $3,638,894.

    13F-HR 0002056292-25-000021 filed by St. Clair Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 24,269 shares
    Change vs previous 13F 0 shares

    1.06% of the 13F portfolio, value $3,690,344.

    13F-HR 0002056292-25-000003 filed by St. Clair Advisors, LLC
    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 24,269 shares
    Change vs previous 13F not available

    1.17% of the 13F portfolio, value $4,126,943.

    13F-HR 0002056292-25-000020 filed by St. Clair Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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