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True North Advisors, LLC: PEP position timeline

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

True North Advisors, LLC held 4,009 PEP shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,009 shares
    Change vs previous 13F -625 shares

    0.05% of the 13F portfolio, value $542,819.

    13F-HR 0001172661-26-002749 filed by True North 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 4,634 shares
    Change vs previous 13F -4,042 shares

    0.08% of the 13F portfolio, value $719,620.

    13F-HR 0001172661-26-001614 filed by True North 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 8,676 shares
    Change vs previous 13F +1,960 shares

    0.16% of the 13F portfolio, value $1,245,151.

    13F-HR 0001172661-26-000255 filed by True North 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 6,716 shares
    Change vs previous 13F +2,102 shares

    0.15% of the 13F portfolio, value $943,142.

    13F-HR 0001172661-25-004287 filed by True North 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 4,614 shares
    Change vs previous 13F -8 shares

    0.12% of the 13F portfolio, value $609,169.

    13F-HR 0001172661-25-002616 filed by True North 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 4,622 shares
    Change vs previous 13F -461 shares

    0.12% of the 13F portfolio, value $692,979.

    13F-HR 0001172661-25-001678 filed by True North 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 5,083 shares
    Change vs previous 13F +379 shares

    0.18% of the 13F portfolio, value $772,923.

    13F-HR 0001172661-25-000248 filed by True North 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 4,704 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $799,923.

    13F-HR 0001172661-24-004175 filed by True North Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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