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PRIO WEALTH LIMITED PARTNERSHIP: TER position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PRIO WEALTH LIMITED PARTNERSHIP on TER, newest first. How the timeline and the estimate are built.

PRIO WEALTH LIMITED PARTNERSHIP held 296,708 TER shares at 2024-09-30 per its 13F-HR filed 2024-10-21.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 296,708 shares
    Change vs previous 13F -3,965 shares

    1.16% of the 13F portfolio, value $39,738,075.

    13F-HR 0001172661-24-004312 filed by PRIO WEALTH LIMITED PARTNERSHIP
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-06-30
    13F 300,673 shares
    Change vs previous 13F -19,682 shares

    1.33% of the 13F portfolio, value $44,586,769.

    13F-HR 0001172661-24-004074 filed by PRIO WEALTH LIMITED PARTNERSHIP
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-03-31
    13F 320,355 shares
    Change vs previous 13F +20,753 shares

    1.04% of the 13F portfolio, value $36,145,694.

    13F-HR 0001172661-24-002283 filed by PRIO WEALTH LIMITED PARTNERSHIP
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-12-31
    13F 299,602 shares
    Change vs previous 13F +334 shares

    1.12% of the 13F portfolio, value $32,512,833.

    13F-HR 0001172661-24-000295 filed by PRIO WEALTH LIMITED PARTNERSHIP
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-09-30
    13F 299,268 shares
    Change vs previous 13F -7,001 shares

    1.16% of the 13F portfolio, value $30,064,470.

    13F-HR 0001172661-23-003546 filed by PRIO WEALTH LIMITED PARTNERSHIP
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-06-30
    13F 306,269 shares
    Change vs previous 13F -1,492 shares

    1.22% of the 13F portfolio, value $34,096,977.

    13F-HR 0001172661-23-002798 filed by PRIO WEALTH LIMITED PARTNERSHIP
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-03-31
    13F 307,761 shares
    Change vs previous 13F -3,853 shares

    1.27% of the 13F portfolio, value $33,087,365.

    13F-HR 0001172661-23-002034 filed by PRIO WEALTH LIMITED PARTNERSHIP
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-12-31
    13F 311,614 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $27,219,524.

    13F-HR 0001172661-23-000779 filed by PRIO WEALTH LIMITED PARTNERSHIP
    Filed (acceptance time not in the bulk data set), ingested

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