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Disclosery

STONERIDGE INVESTMENT PARTNERS LLC: PPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of STONERIDGE INVESTMENT PARTNERS LLC on PPL, newest first. How the timeline and the estimate are built.

STONERIDGE INVESTMENT PARTNERS LLC held 14,824 PPL shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,824 shares
    Change vs previous 13F -12,475 shares

    0.34% of the 13F portfolio, value $522,000.

    13F-HR 0001108831-26-000009 filed by STONERIDGE INVESTMENT PARTNERS 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 27,299 shares
    Change vs previous 13F -10,900 shares

    0.75% of the 13F portfolio, value $1,043,000.

    13F-HR 0001108831-26-000007 filed by STONERIDGE INVESTMENT PARTNERS 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 38,199 shares
    Change vs previous 13F +38,199 shares

    0.93% of the 13F portfolio, value $1,338,000.

    13F-HR 0001108831-26-000003 filed by STONERIDGE INVESTMENT PARTNERS 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 0 shares
    Change vs previous 13F -33,244 shares

    13F-HR 0001108831-25-000010 filed by STONERIDGE INVESTMENT PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  5. period ended2025-06-30
    13F 33,244 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $1,127,000.

    13F-HR 0001108831-25-000008 filed by STONERIDGE INVESTMENT PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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