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Connectus Wealth, LLC: PGR position timeline

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

Connectus Wealth, LLC held 57,453 PGR 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 57,453 shares
    Change vs previous 13F -14,079 shares

    0.33% of the 13F portfolio, value $11,882,429.

    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 71,532 shares
    Change vs previous 13F -5,994 shares

    0.23% of the 13F portfolio, value $11,393,948.

    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 77,526 shares
    Change vs previous 13F +1,057 shares

    0.24% of the 13F portfolio, value $10,799,635.

    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 76,469 shares
    Change vs previous 13F +17 shares

    0.23% of the 13F portfolio, value $10,122,443.

    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 76,452 shares
    Change vs previous 13F -7 shares

    0.27% of the 13F portfolio, value $10,937,580.

    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 76,459 shares
    Change vs previous 13F -8,489 shares

    0.23% of the 13F portfolio, value $9,917,924.

    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 84,948 shares
    Change vs previous 13F -2,193 shares

    0.21% of the 13F portfolio, value $9,872,000.

    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 87,141 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $10,132,000.

    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).