Skip to content

New York Life Investment Management LLC: PEP position timeline

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

New York Life Investment Management LLC held 233,016 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 233,016 shares
    Change vs previous 13F +5,985 shares

    0.22% of the 13F portfolio, value $31,550,366.

    13F-HR 0001133639-26-000005 filed by New York Life Investment Management 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 227,031 shares
    Change vs previous 13F +22,504 shares

    0.3% of the 13F portfolio, value $35,255,644.

    13F-HR 0001133639-26-000002 filed by New York Life Investment Management 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 204,527 shares
    Change vs previous 13F +3,696 shares

    0.25% of the 13F portfolio, value $29,353,715.

    13F-HR 0001133639-26-000001 filed by New York Life Investment Management 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 200,831 shares
    Change vs previous 13F -4,506 shares

    0.25% of the 13F portfolio, value $28,204,706.

    13F-HR 0001133639-25-000002 filed by New York Life Investment Management 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 205,337 shares
    Change vs previous 13F +2,402 shares

    0.25% of the 13F portfolio, value $27,112,697.

    13F-HR 0001085146-25-004443 filed by New York Life Investment Management 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 202,935 shares
    Change vs previous 13F -1,071 shares

    0.31% of the 13F portfolio, value $30,428,074.

    13F-HR 0001085146-25-002757 filed by New York Life Investment Management 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 204,006 shares
    Change vs previous 13F -409 shares

    0.3% of the 13F portfolio, value $31,021,152.

    13F-HR 0001085146-25-000773 filed by New York Life Investment Management 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 204,415 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $34,760,771.

    13F-HR 0001085146-24-005419 filed by New York Life Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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