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Disclosery

LGT Group Foundation: PEP position timeline

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

LGT Group Foundation held 426,382 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 426,382 shares
    Change vs previous 13F +41,113 shares

    0.65% of the 13F portfolio, value $57,732,122.

    13F-HR 0001911278-26-000007 filed by LGT Group Foundation
    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 385,269 shares
    Change vs previous 13F +59,611 shares

    0.73% of the 13F portfolio, value $59,828,423.

    13F-HR 0001911278-26-000002 filed by LGT Group Foundation
    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 325,658 shares
    Change vs previous 13F -1,996 shares

    0.51% of the 13F portfolio, value $46,946,856.

    13F-HR 0001911278-26-000001 filed by LGT Group Foundation
    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 327,654 shares
    Change vs previous 13F +12,528 shares

    0.54% of the 13F portfolio, value $46,900,393.

    13F-HR 0001911278-25-000008 filed by LGT Group Foundation
    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 315,126 shares
    Change vs previous 13F +6,550 shares

    0.52% of the 13F portfolio, value $41,609,238.

    13F-HR 0001911278-25-000005 filed by LGT Group Foundation
    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 308,576 shares
    Change vs previous 13F +227,242 shares

    0.64% of the 13F portfolio, value $46,267,885.

    13F-HR 0001911284-25-000003 filed by LGT Group Foundation
    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 81,334 shares
    Change vs previous 13F -33,569 shares

    0.19% of the 13F portfolio, value $12,367,649.

    13F-HR 0001911278-25-000001 filed by LGT Group Foundation
    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 114,903 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $19,481,803.

    13F-HR 0001911278-24-000012 filed by LGT Group Foundation
    Filed (acceptance time not in the bulk data set), ingested

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