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Connectus Wealth, LLC: PTH position timeline

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

Connectus Wealth, LLC held 5,000 PTH 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 5,000 shares
    Change vs previous 13F -251,452 shares

    0.01% of the 13F portfolio, value $219,800.

    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 256,452 shares
    Change vs previous 13F -1,965 shares

    0.21% of the 13F portfolio, value $10,037,531.

    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 258,417 shares
    Change vs previous 13F +116,325 shares

    0.19% of the 13F portfolio, value $8,677,643.

    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 142,092 shares
    Change vs previous 13F +11,687 shares

    0.4% of the 13F portfolio, value $17,303,964.

    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 130,405 shares
    Change vs previous 13F +147 shares

    0.36% of the 13F portfolio, value $14,639,265.

    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 130,258 shares
    Change vs previous 13F -13,599 shares

    0.38% of the 13F portfolio, value $16,023,000.

    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 143,857 shares
    Change vs previous 13F -898 shares

    0.36% of the 13F portfolio, value $17,437,000.

    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 144,755 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $16,612,000.

    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).