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Disclosery

TAGStone Capital, Inc.: PEP position timeline

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

TAGStone Capital, Inc. held 4,522 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 4,522 shares
    Change vs previous 13F +57 shares

    0.19% of the 13F portfolio, value $612,286.

    13F-HR 0001903044-26-000003 filed by TAGStone Capital, Inc.
    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 4,465 shares
    Change vs previous 13F +1,926 shares

    0.25% of the 13F portfolio, value $693,338.

    13F-HR 0001903044-26-000002 filed by TAGStone Capital, Inc.
    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 2,539 shares
    Change vs previous 13F -38 shares

    0.14% of the 13F portfolio, value $367,942.

    13F-HR 0001903044-26-000001 filed by TAGStone Capital, Inc.
    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 2,577 shares
    Change vs previous 13F +22 shares

    0.14% of the 13F portfolio, value $361,849.

    13F-HR 0001903044-25-000007 filed by TAGStone Capital, Inc.
    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 2,555 shares
    Change vs previous 13F +23 shares

    0.15% of the 13F portfolio, value $370,993.

    13F-HR 0001903044-25-000006 filed by TAGStone Capital, Inc.
    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 2,532 shares
    Change vs previous 13F +5 shares

    0.19% of the 13F portfolio, value $380,000.

    13F-HR 0001903044-25-000002 filed by TAGStone Capital, Inc.
    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 2,527 shares
    Change vs previous 13F +70 shares

    0.19% of the 13F portfolio, value $388,000.

    13F-HR 0001903044-25-000001 filed by TAGStone Capital, Inc.
    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 2,457 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $418,000.

    13F-HR 0001903044-24-000004 filed by TAGStone Capital, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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