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WENDELL DAVID ASSOCIATES INC: PEP position timeline

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

WENDELL DAVID ASSOCIATES INC held 71,867 PEP shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 71,867 shares
    Change vs previous 13F -677 shares

    1.03% of the 13F portfolio, value $9,731,000.

    13F-HR 0000878228-26-000007 filed by WENDELL DAVID ASSOCIATES 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 72,544 shares
    Change vs previous 13F -1,396 shares

    1.23% of the 13F portfolio, value $11,265,000.

    13F-HR 0000878228-26-000005 filed by WENDELL DAVID ASSOCIATES 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 73,940 shares
    Change vs previous 13F -1,580 shares

    1.08% of the 13F portfolio, value $10,612,000.

    13F-HR 0000878228-26-000002 filed by WENDELL DAVID ASSOCIATES 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 75,520 shares
    Change vs previous 13F -2,520 shares

    1.05% of the 13F portfolio, value $10,606,000.

    13F-HR 0000878228-25-000017 filed by WENDELL DAVID ASSOCIATES 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 78,040 shares
    Change vs previous 13F -3,315 shares

    1.04% of the 13F portfolio, value $10,304,000.

    13F-HR 0000878228-25-000012 filed by WENDELL DAVID ASSOCIATES 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 81,355 shares
    Change vs previous 13F -1,320 shares

    1.22% of the 13F portfolio, value $12,198,000.

    13F-HR 0000878228-25-000006 filed by WENDELL DAVID ASSOCIATES 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 82,675 shares
    Change vs previous 13F -5,956 shares

    1.24% of the 13F portfolio, value $12,572,000.

    13F-HR 0000878228-25-000002 filed by WENDELL DAVID ASSOCIATES 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 88,631 shares
    Change vs previous 13F not available

    1.44% of the 13F portfolio, value $15,072,000.

    13F-HR 0000878228-24-000011 filed by WENDELL DAVID ASSOCIATES INC
    Filed (acceptance time not in the bulk data set), ingested

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