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Disclosery

Alpha Family Trust: PEP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Alpha Family Trust on PEP, newest first. How the timeline and the estimate are built.

Alpha Family Trust held 7,600 PEP shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,600 shares
    Change vs previous 13F 0 shares

    0.41% of the 13F portfolio, value $1,029,040.

    13F-HR 0001193125-26-342249 filed by Alpha Family Trust
    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 7,600 shares
    Change vs previous 13F -1,970 shares

    0.57% of the 13F portfolio, value $1,180,204.

    13F-HR 0001193125-26-221997 filed by Alpha Family Trust
    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 9,570 shares
    Change vs previous 13F 0 shares

    0.63% of the 13F portfolio, value $1,373,486.

    13F-HR 0001193125-26-048264 filed by Alpha Family Trust
    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 9,570 shares
    Change vs previous 13F +1,970 shares

    0.63% of the 13F portfolio, value $1,344,011.

    13F-HR 0001193125-25-277455 filed by Alpha Family Trust
    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 7,600 shares
    Change vs previous 13F -140 shares

    0.5% of the 13F portfolio, value $1,003,504.

    13F-HR 0000950123-25-007808 filed by Alpha Family Trust
    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 7,740 shares
    Change vs previous 13F +7,740 shares

    0.68% of the 13F portfolio, value $1,160,536.

    13F-HR 0000950123-25-004939 filed by Alpha Family Trust
    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 0 shares
    Change vs previous 13F -6,470 shares

    13F-HR 0000950123-25-002106 filed by Alpha Family Trust
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  8. period ended2024-09-30
    13F 6,470 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $1,100,224.

    13F-HR 0000950123-24-010474 filed by Alpha Family Trust
    Filed (acceptance time not in the bulk data set), ingested

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