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Disclosery

Wallace Capital Management Inc.: PPLI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wallace Capital Management Inc. on PPLI, newest first. How the timeline and the estimate are built.

Wallace Capital Management Inc. held 1,127,772 PPLI 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 1,127,772 shares
    Change vs previous 13F +8,494 shares

    5.71% of the 13F portfolio, value $52,057,956.

    13F-HR 0001420506-26-001833 filed by Wallace Capital 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 1,119,278 shares
    Change vs previous 13F +235,503 shares

    5.15% of the 13F portfolio, value $44,804,698.

    13F-HR 0001420506-26-001102 filed by Wallace Capital 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 883,775 shares
    Change vs previous 13F +145,635 shares

    4.16% of the 13F portfolio, value $34,555,603.

    13F-HR 0001420506-26-000544 filed by Wallace Capital 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 738,140 shares
    Change vs previous 13F not available

    3.13% of the 13F portfolio, value $25,148,430.

    13F-HR 0001420506-25-003337 filed by Wallace Capital Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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