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Disclosery

West Oak Capital, LLC: PEP position timeline

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

West Oak Capital, LLC held 13,879 PEP shares at 2025-09-30 per its 13F-HR filed 2025-10-03.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 13,879 shares
    Change vs previous 13F +20 shares

    0.77% of the 13F portfolio, value $19,492.

    13F-HR 0001140361-25-037185 filed by West Oak 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 ended2025-06-30
    13F 13,859 shares
    Change vs previous 13F +2,270 shares

    0.72% of the 13F portfolio, value $18,299.

    13F-HR 0001140361-25-025806 filed by West Oak 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 ended2025-03-31
    13F 11,589 shares
    Change vs previous 13F -990 shares

    0.67% of the 13F portfolio, value $17,377.

    13F-HR 0001140361-25-014010 filed by West Oak 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 ended2024-12-31
    13F/A 12,579 shares
    Change vs previous 13F +240 shares

    0.68% of the 13F portfolio, value $19,128.

    13F-HR/A 0001140361-25-000959 filed by West Oak 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 ended2024-09-30
    13F 12,339 shares
    Change vs previous 13F +490 shares

    0.39% of the 13F portfolio, value $20,982.

    13F-HR 0001140361-24-043643 filed by West Oak 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 ended2024-06-30
    13F 11,849 shares
    Change vs previous 13F +195 shares

    0.79% of the 13F portfolio, value $1,954,256.

    13F-HR 0001140361-24-034013 filed by West Oak 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 ended2024-03-31
    13F 11,654 shares
    Change vs previous 13F +165 shares

    0.87% of the 13F portfolio, value $2,040,000.

    13F-HR 0001140361-24-020456 filed by West Oak 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 ended2023-12-31
    13F 11,489 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $1,922,000.

    13F-HR 0001140361-24-002592 filed by West Oak Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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