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Disclosery

Union Heritage Capital, LLC: PEP position timeline

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

Union Heritage Capital, LLC held 27,289 PEP shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,289 shares
    Change vs previous 13F 0 shares

    1.25% of the 13F portfolio, value $3,694,931.

    13F-HR 0001376474-26-000563 filed by Union Heritage Capital, 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 27,289 shares
    Change vs previous 13F 0 shares

    1.57% of the 13F portfolio, value $4,237,709.

    13F-HR 0001376474-26-000386 filed by Union Heritage Capital, 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 27,289 shares
    Change vs previous 13F 0 shares

    1.33% of the 13F portfolio, value $3,916,517.

    13F-HR 0001376474-26-000174 filed by Union Heritage Capital, 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 27,289 shares
    Change vs previous 13F 0 shares

    1.24% of the 13F portfolio, value $3,832,467.

    13F-HR 0001376474-25-000886 filed by Union Heritage Capital, 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 27,289 shares
    Change vs previous 13F 0 shares

    1.26% of the 13F portfolio, value $3,603,240.

    13F-HR 0001376474-25-000742 filed by Union Heritage Capital, 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 27,289 shares
    Change vs previous 13F 0 shares

    1.52% of the 13F portfolio, value $4,091,713.

    13F-HR 0001376474-25-000448 filed by Union Heritage Capital, 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 27,289 shares
    Change vs previous 13F 0 shares

    1.53% of the 13F portfolio, value $4,149,565.

    13F-HR 0001376474-25-000310 filed by Union Heritage Capital, 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 27,289 shares
    Change vs previous 13F not available

    1.71% of the 13F portfolio, value $4,640,494.

    13F-HR 0001376474-25-000062 filed by Union Heritage Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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