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Connectus Wealth, LLC: PEP position timeline

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

Connectus Wealth, LLC held 91,998 PEP shares at 2024-03-31 per its 13F-HR filed 2024-05-14.

the latest 13F is the newest step

  1. period ended2024-03-31
    13F 91,998 shares
    Change vs previous 13F -21,463 shares

    0.44% of the 13F portfolio, value $16,102,084.

    13F-HR 0001765380-24-000228 filed by Connectus Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2023-12-31
    13F 113,461 shares
    Change vs previous 13F +81 shares

    0.39% of the 13F portfolio, value $19,272,741.

    13F-HR 0001765380-24-000142 filed by Connectus Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-09-30
    13F 113,380 shares
    Change vs previous 13F +46 shares

    0.43% of the 13F portfolio, value $19,211,923.

    13F-HR 0001765380-23-000226 filed by Connectus Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-06-30
    13F 113,334 shares
    Change vs previous 13F +10,404 shares

    0.48% of the 13F portfolio, value $20,992,511.

    13F-HR 0001765380-23-000180 filed by Connectus Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-03-31
    13F 102,930 shares
    Change vs previous 13F +705 shares

    0.46% of the 13F portfolio, value $18,764,595.

    13F-HR 0001765380-23-000120 filed by Connectus Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2022-12-31
    13F 102,225 shares
    Change vs previous 13F -593 shares

    0.44% of the 13F portfolio, value $18,468,033.

    13F-HR 0001765380-23-000028 filed by Connectus Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2022-09-30
    13F 102,818 shares
    Change vs previous 13F +2,333 shares

    0.35% of the 13F portfolio, value $16,787,000.

    13F-HR 0001765380-22-000165 filed by Connectus Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-06-30
    13F 100,485 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $16,747,000.

    13F-HR 0001765380-22-000125 filed by Connectus Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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