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Disclosery

Trust Co of the South: PEP position timeline

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

Trust Co of the South held 2,242 PEP shares at 2026-06-30 per its 13F-HR filed 2026-07-01.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,242 shares
    Change vs previous 13F -1,697 shares

    0.04% of the 13F portfolio, value $303,567.

    13F-HR 0002008165-26-000003 filed by Trust Co of the South
    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 3,939 shares
    Change vs previous 13F +1,296 shares

    0.1% of the 13F portfolio, value $611,687.

    13F-HR 0002008165-26-000002 filed by Trust Co of the South
    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 2,643 shares
    Change vs previous 13F -1,826 shares

    0.06% of the 13F portfolio, value $379,323.

    13F-HR 0002008165-26-000001 filed by Trust Co of the South
    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 4,469 shares
    Change vs previous 13F -1,336 shares

    0.1% of the 13F portfolio, value $627,626.

    13F-HR 0002008165-25-000006 filed by Trust Co of the South
    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 5,805 shares
    Change vs previous 13F +282 shares

    0.14% of the 13F portfolio, value $766,492.

    13F-HR 0002008165-25-000004 filed by Trust Co of the South
    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 5,523 shares
    Change vs previous 13F +15 shares

    0.17% of the 13F portfolio, value $828,119.

    13F-HR 0002008165-25-000003 filed by Trust Co of the South
    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 5,508 shares
    Change vs previous 13F -119 shares

    0.17% of the 13F portfolio, value $837,546.

    13F-HR 0002008165-25-000001 filed by Trust Co of the South
    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 5,627 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $956,871.

    13F-HR 0002008165-24-000006 filed by Trust Co of the South
    Filed (acceptance time not in the bulk data set), ingested

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