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Disclosery

Sunbeam Capital Management, LLC: PEP position timeline

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

Sunbeam Capital Management, LLC held 2,775 PEP shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,775 shares
    Change vs previous 13F +807 shares

    0.17% of the 13F portfolio, value $375,713.

    13F-HR 0001951757-26-001011 filed by Sunbeam Capital Management, 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 1,968 shares
    Change vs previous 13F +22 shares

    0.17% of the 13F portfolio, value $305,592.

    13F-HR 0001951757-26-000624 filed by Sunbeam Capital Management, 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 1,946 shares
    Change vs previous 13F +20 shares

    0.17% of the 13F portfolio, value $279,312.

    13F-HR 0001951757-26-000434 filed by Sunbeam Capital Management, 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 1,926 shares
    Change vs previous 13F +36 shares

    0.17% of the 13F portfolio, value $270,509.

    13F-HR 0001951757-25-001203 filed by Sunbeam Capital Management, 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 1,890 shares
    Change vs previous 13F +1,890 shares

    0.19% of the 13F portfolio, value $249,589.

    13F-HR 0001951757-25-000932 filed by Sunbeam Capital Management, 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 0 shares
    Change vs previous 13F -1,594 shares

    13F-HR 0001951757-25-000518 filed by Sunbeam Capital Management, 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.

  7. period ended2024-12-31
    13F/A 1,594 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $242,433.

    13F-HR/A 0001951757-25-000274 filed by Sunbeam Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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