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WHALEROCK POINT PARTNERS, LLC: PEP position timeline

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

WHALEROCK POINT PARTNERS, LLC held 56,088 PEP shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 56,088 shares
    Change vs previous 13F +1,847 shares

    1.29% of the 13F portfolio, value $7,594,281.

    13F-HR 0001140361-26-032663 filed by WHALEROCK POINT PARTNERS, 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 54,241 shares
    Change vs previous 13F +1,886 shares

    1.63% of the 13F portfolio, value $8,423,009.

    13F-HR 0001140361-26-021558 filed by WHALEROCK POINT PARTNERS, 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 52,355 shares
    Change vs previous 13F +1,159 shares

    1.43% of the 13F portfolio, value $7,513,953.

    13F-HR 0001140361-26-005225 filed by WHALEROCK POINT PARTNERS, 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 51,196 shares
    Change vs previous 13F +178 shares

    1.46% of the 13F portfolio, value $7,189,931.

    13F-HR 0001140361-25-041522 filed by WHALEROCK POINT PARTNERS, 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 51,018 shares
    Change vs previous 13F +55 shares

    1.46% of the 13F portfolio, value $6,736,383.

    13F-HR 0001140361-25-030709 filed by WHALEROCK POINT PARTNERS, 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 50,963 shares
    Change vs previous 13F +2,224 shares

    1.81% of the 13F portfolio, value $7,641,324.

    13F-HR 0001140361-25-019137 filed by WHALEROCK POINT PARTNERS, 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 48,739 shares
    Change vs previous 13F +555 shares

    1.72% of the 13F portfolio, value $7,411,305.

    13F-HR 0001140361-25-004625 filed by WHALEROCK POINT PARTNERS, 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 48,184 shares
    Change vs previous 13F not available

    1.95% of the 13F portfolio, value $8,193,748.

    13F-HR 0001140361-24-046418 filed by WHALEROCK POINT PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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