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BAR HARBOR WEALTH MANAGEMENT: PEP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BAR HARBOR WEALTH MANAGEMENT on PEP, newest first. How the timeline and the estimate are built.

BAR HARBOR WEALTH MANAGEMENT held 55,374 PEP shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 55,374 shares
    Change vs previous 13F -328 shares

    0.4% of the 13F portfolio, value $7,497,640.

    13F-HR 0001035463-26-000003 filed by BAR HARBOR WEALTH MANAGEMENT
    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 55,702 shares
    Change vs previous 13F +788 shares

    0.51% of the 13F portfolio, value $8,649,964.

    13F-HR 0001035463-26-000002 filed by BAR HARBOR WEALTH MANAGEMENT
    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 54,914 shares
    Change vs previous 13F -603 shares

    0.46% of the 13F portfolio, value $7,881,257.

    13F-HR 0001035463-26-000001 filed by BAR HARBOR WEALTH MANAGEMENT
    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 55,517 shares
    Change vs previous 13F +236 shares

    0.47% of the 13F portfolio, value $7,796,807.

    13F-HR 0001035463-25-000006 filed by BAR HARBOR WEALTH MANAGEMENT
    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 55,281 shares
    Change vs previous 13F -1,288 shares

    0.47% of the 13F portfolio, value $7,299,303.

    13F-HR 0001035463-25-000004 filed by BAR HARBOR WEALTH MANAGEMENT
    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 56,569 shares
    Change vs previous 13F -4,214 shares

    0.56% of the 13F portfolio, value $8,481,956.

    13F-HR 0001035463-25-000003 filed by BAR HARBOR WEALTH MANAGEMENT
    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 60,783 shares
    Change vs previous 13F +670 shares

    0.61% of the 13F portfolio, value $9,242,663.

    13F-HR 0001035463-25-000001 filed by BAR HARBOR WEALTH MANAGEMENT
    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 60,113 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $10,222,216.

    13F-HR 0001035463-24-000007 filed by BAR HARBOR WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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