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Zuckerman Investment Group, LLC: PEP position timeline

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

Zuckerman Investment Group, LLC held 21,030 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 21,030 shares
    Change vs previous 13F -269 shares

    0.24% of the 13F portfolio, value $2,847,510.

    13F-HR 0001423296-26-000008 filed by Zuckerman Investment Group, 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 21,299 shares
    Change vs previous 13F +738 shares

    0.31% of the 13F portfolio, value $3,307,496.

    13F-HR 0001423296-26-000005 filed by Zuckerman Investment Group, 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 20,561 shares
    Change vs previous 13F +706 shares

    0.26% of the 13F portfolio, value $2,950,903.

    13F-HR 0001423296-26-000002 filed by Zuckerman Investment Group, 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 19,855 shares
    Change vs previous 13F +567 shares

    0.26% of the 13F portfolio, value $2,788,425.

    13F-HR 0001423296-25-000015 filed by Zuckerman Investment Group, 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 19,288 shares
    Change vs previous 13F +2,668 shares

    0.25% of the 13F portfolio, value $2,546,808.

    13F-HR 0001423296-25-000008 filed by Zuckerman Investment Group, 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 16,620 shares
    Change vs previous 13F +338 shares

    0.27% of the 13F portfolio, value $2,491,976.

    13F-HR 0001423296-25-000004 filed by Zuckerman Investment Group, 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 16,282 shares
    Change vs previous 13F +2,457 shares

    0.23% of the 13F portfolio, value $2,446,653.

    13F-HR 0001423296-25-000001 filed by Zuckerman Investment Group, 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 13,825 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $2,350,956.

    13F-HR 0001423296-24-000014 filed by Zuckerman Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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