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TCV Trust & Wealth Management, Inc.: PEP position timeline

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

TCV Trust & Wealth Management, Inc. held 84,192 PEP shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 84,192 shares
    Change vs previous 13F -637 shares

    0.86% of the 13F portfolio, value $11,399,596.

    13F-HR 0001140361-26-029583 filed by TCV Trust & Wealth Management, 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 84,829 shares
    Change vs previous 13F -789 shares

    1.1% of the 13F portfolio, value $13,173,094.

    13F-HR 0001140361-26-015860 filed by TCV Trust & Wealth Management, 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 85,618 shares
    Change vs previous 13F -427 shares

    0.99% of the 13F portfolio, value $12,287,894.

    13F-HR 0001140361-26-002130 filed by TCV Trust & Wealth Management, 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 86,045 shares
    Change vs previous 13F -607 shares

    1.01% of the 13F portfolio, value $12,084,159.

    13F-HR 0001140361-25-039035 filed by TCV Trust & Wealth Management, 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 86,652 shares
    Change vs previous 13F +2,946 shares

    1% of the 13F portfolio, value $11,441,529.

    13F-HR 0001140361-25-025564 filed by TCV Trust & Wealth Management, 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 83,706 shares
    Change vs previous 13F -731 shares

    1.16% of the 13F portfolio, value $12,550,876.

    13F-HR 0001140361-25-015354 filed by TCV Trust & Wealth Management, 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 84,437 shares
    Change vs previous 13F -128 shares

    1.19% of the 13F portfolio, value $12,839,490.

    13F-HR 0001140361-25-002309 filed by TCV Trust & Wealth Management, 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 84,565 shares
    Change vs previous 13F not available

    1.29% of the 13F portfolio, value $14,380,278.

    13F-HR 0001140361-24-044082 filed by TCV Trust & Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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