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Disclosery

Fiduciary Trust Co: PEP position timeline

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

Fiduciary Trust Co held 201,877 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 201,877 shares
    Change vs previous 13F -14,119 shares

    0.3% of the 13F portfolio, value $27,334,160.

    13F-HR 0001140361-26-032703 filed by Fiduciary Trust Co
    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 215,996 shares
    Change vs previous 13F -6,795 shares

    0.4% of the 13F portfolio, value $33,541,983.

    13F-HR 0001140361-26-021427 filed by Fiduciary Trust Co
    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 222,791 shares
    Change vs previous 13F -5,414 shares

    0.36% of the 13F portfolio, value $31,974,955.

    13F-HR 0001140361-26-005347 filed by Fiduciary Trust Co
    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 228,205 shares
    Change vs previous 13F -2,206 shares

    0.36% of the 13F portfolio, value $32,049,099.

    13F-HR 0001140361-25-042195 filed by Fiduciary Trust Co
    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 230,411 shares
    Change vs previous 13F -21,378 shares

    0.37% of the 13F portfolio, value $30,423,440.

    13F-HR 0001140361-25-030927 filed by Fiduciary Trust Co
    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 251,789 shares
    Change vs previous 13F -15,890 shares

    0.49% of the 13F portfolio, value $37,753,230.

    13F-HR 0001140361-25-019049 filed by Fiduciary Trust Co
    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 267,679 shares
    Change vs previous 13F -22,526 shares

    0.54% of the 13F portfolio, value $40,703,264.

    13F-HR 0001140361-25-004621 filed by Fiduciary Trust Co
    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 290,205 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $49,349,355.

    13F-HR 0001140361-24-046718 filed by Fiduciary Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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