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Disclosery

TRUST POINT INC.: PEP position timeline

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

TRUST POINT INC. held 20,129 PEP shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,129 shares
    Change vs previous 13F -413 shares

    0.23% of the 13F portfolio, value $2,725,470.

    13F-HR 0001635633-26-000005 filed by TRUST POINT 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 20,542 shares
    Change vs previous 13F +428 shares

    0.28% of the 13F portfolio, value $3,189,970.

    13F-HR 0001635633-26-000004 filed by TRUST POINT 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 20,114 shares
    Change vs previous 13F -176 shares

    0.23% of the 13F portfolio, value $2,886,763.

    13F-HR 0001635633-26-000001 filed by TRUST POINT 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 20,290 shares
    Change vs previous 13F -132 shares

    0.23% of the 13F portfolio, value $2,849,527.

    13F-HR 0001635633-25-000009 filed by TRUST POINT 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 20,422 shares
    Change vs previous 13F -67 shares

    0.25% of the 13F portfolio, value $2,696,521.

    13F-HR 0001635633-25-000004 filed by TRUST POINT 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 20,489 shares
    Change vs previous 13F -782 shares

    0.28% of the 13F portfolio, value $3,072,122.

    13F-HR 0001635633-25-000003 filed by TRUST POINT 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 21,271 shares
    Change vs previous 13F +1,774 shares

    0.22% of the 13F portfolio, value $3,234,469.

    13F-HR 0001635633-25-000001 filed by TRUST POINT 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 19,497 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $3,315,468.

    13F-HR 0001635633-24-000009 filed by TRUST POINT INC.
    Filed (acceptance time not in the bulk data set), ingested

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