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Connectus Wealth, LLC: PFE position timeline

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

Connectus Wealth, LLC held 71,258 PFE 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 71,258 shares
    Change vs previous 13F -28,506 shares

    0.05% of the 13F portfolio, value $1,977,399.

    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 99,764 shares
    Change vs previous 13F -85,487 shares

    0.06% of the 13F portfolio, value $2,872,440.

    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 185,251 shares
    Change vs previous 13F +6,422 shares

    0.14% of the 13F portfolio, value $6,145,071.

    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 178,829 shares
    Change vs previous 13F -489,225 shares

    0.15% of the 13F portfolio, value $6,560,007.

    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 668,054 shares
    Change vs previous 13F +30,820 shares

    0.67% of the 13F portfolio, value $27,278,474.

    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 637,234 shares
    Change vs previous 13F +9,163 shares

    0.77% of the 13F portfolio, value $32,677,393.

    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 628,071 shares
    Change vs previous 13F +29,865 shares

    0.57% of the 13F portfolio, value $27,505,000.

    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 598,206 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $31,388,000.

    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).