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TrueMark Investments, LLC: PEP position timeline

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

TrueMark Investments, LLC held 50,070 PEP shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 50,070 shares
    Change vs previous 13F +6,510 shares

    0.85% of the 13F portfolio, value $6,779,478.

    13F-HR 0001376474-26-000506 filed by TrueMark Investments, 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 43,560 shares
    Change vs previous 13F +1,277 shares

    1.32% of the 13F portfolio, value $6,764,432.

    13F-HR 0001376474-26-000301 filed by TrueMark Investments, 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 42,283 shares
    Change vs previous 13F +3,024 shares

    1.16% of the 13F portfolio, value $6,068,456.

    13F-HR 0001376474-26-000040 filed by TrueMark Investments, 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 39,259 shares
    Change vs previous 13F +2,736 shares

    0.96% of the 13F portfolio, value $5,513,534.

    13F-HR 0001376474-25-000887 filed by TrueMark Investments, 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 36,523 shares
    Change vs previous 13F +2,159 shares

    1.04% of the 13F portfolio, value $4,822,497.

    13F-HR 0001376474-25-000685 filed by TrueMark Investments, 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 34,364 shares
    Change vs previous 13F +3,539 shares

    1.35% of the 13F portfolio, value $5,152,538.

    13F-HR 0001376474-25-000365 filed by TrueMark Investments, 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 30,825 shares
    Change vs previous 13F +10,519 shares

    1.5% of the 13F portfolio, value $4,687,250.

    13F-HR 0001376474-25-000192 filed by TrueMark Investments, 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 20,306 shares
    Change vs previous 13F not available

    1.11% of the 13F portfolio, value $3,453,035.

    13F-HR 0001376474-24-000596 filed by TrueMark Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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