13F Filings History of Pegasus Partners Ltd.

Latest 13F report
Q3 2024 - 01 Nov 2024
Value $
$1,067,794,541
Signature - Title
Jon Bensemann - Compliance & Operations Associate
Location
Mequon, WI
Summary
This page shows a list of all the recent 13F filings made by Pegasus Partners Ltd.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Pegasus Partners Ltd. reported 171 stock holdings with total value $1,067,794,541 as of Q3 2024. Top holdings included ITOT, IVV, IWY, IWV, and IWX.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2024 171 $1,067,794,541 +$38,920,600 -$21,419,250 +$17,501,350 ITOT, IVV, IWY, IWV, IWX 13F-HR 01 Nov 2024, 12:37
Q2 2024 166 $991,538,794 +$61,568,456 -$32,329,810 +$29,238,646 ITOT, IVV, IWY, IWV, IWR 13F-HR 07 Aug 2024, 17:43
Q1 2024 150 $943,560,993 +$45,482,230 -$19,031,099 +$26,451,131 ITOT, IVV, IWV, IWY, IWR 13F-HR 24 Apr 2024, 15:50
Q4 2023 143 $856,242,331 +$101,369,377 -$36,477,762 +$64,891,615 ITOT, IVV, IWV, IWR, IWY 13F-HR 12 Feb 2024, 14:55
Q3 2023 133 $710,972,720 +$87,614,221 -$21,234,252 +$66,379,969 ITOT, IVV, IWV, IWR, VONV 13F-HR 13 Nov 2023, 15:30
Q2 2023 124 $680,160,597 +$20,393,536 -$18,743,429 +$1,650,107 ITOT, IVV, IWR, IWV, VONV 13F-HR 04 Aug 2023, 12:52
Q1 2023 120 $631,798,892 +$19,624,407 -$33,243,254 -$13,618,847 ITOT, IVV, IWR, IWV, VONV 13F-HR 10 May 2023, 10:24
Q4 2022 120 $607,812,743 +$98,078,176 -$15,494,534 +$82,583,642 ITOT, IVV, IWV, IWR, VONV 13F-HR 09 Feb 2023, 11:35
Q3 2022 121 $487,900,000 +$58,682,095 -$19,596,629 +$39,085,466 IVV, ITOT, IWV, IWR, VONV 13F-HR 10 Nov 2022, 12:44
Q2 2022 125 $480,447,000 +$47,470,761 -$48,355,755 -$884,994 IVV, ITOT, IWV, VONV, IWR 13F-HR 12 Aug 2022, 16:04
Q1 2022 136 $571,542,000 +$48,694,618 -$18,204,503 +$30,490,115 IVV, ITOT, VONV, IWV, IWR 13F-HR 13 May 2022, 15:10
Q4 2021 142 $571,440,000 +$41,265,893 -$72,676,335 -$31,410,442 IVV, ITOT, VONV, IWV, IWR 13F-HR 09 Feb 2022, 13:22
Q3 2021 161 $551,221,000 +$57,955,864 -$17,978,773 +$39,977,091 IVV, VONV, IWV, ITOT, IJH 13F-HR 12 Nov 2021, 14:15
Q2 2021 162 $513,484,000 +$77,190,286 -$34,570,218 +$42,620,068 IVV, IWV, VONV, IWR, IJH 13F-HR 13 Aug 2021, 09:47
Q1 2021 162 $456,429,000 +$93,041,240 -$52,678,403 +$40,362,837 IVV, IWV, VONV, IJH, SPY 13F-HR 14 May 2021, 09:44
Q4 2020 147 $394,438,000 +$28,468,900 -$7,826,972 +$20,641,928 IVV, SPY, IJH, IWV, AAPL 13F-HR 12 Feb 2021, 14:22
Q3 2020 135 $329,772,000 +$21,229,718 -$12,433,587 +$8,796,131 IVV, SPY, AAPL, IJH, IWV 13F-HR 13 Nov 2020, 15:49
Q2 2020 137 $308,226,000 +$27,409,509 -$26,632,845 +$776,664 IVV, SPY, IJH, AAPL, IWV 13F-HR 12 Aug 2020, 16:42
Q1 2020 125 $255,115,000 +$53,639,589 -$52,656,754 +$982,835 IVV, SPY, IJH, IWR, IWV 13F-HR 11 May 2020, 13:55
Q4 2019 167 $327,770,000 +$41,469,720 -$29,770,014 +$11,699,706 IVV, IJR, IWR, AAPL, IJH 13F-HR 11 Feb 2020, 19:32
Q3 2019 179 $292,738,000 +$55,575,194 -$98,011,425 -$42,436,231 IVV, IJR, IWR, IJH, MSFT 13F-HR 24 Oct 2019, 13:02
Q2 2019 170 $331,367,000 +$51,185,648 -$69,807,201 -$18,621,553 IVV, IJR, IWR, IJH, AAPL 13F-HR 30 Jul 2019, 13:41
Q1 2019 136 $343,128,000 +$47,750,945 -$84,526,278 -$36,775,333 IJR, IVV, IWR, IJH, AAPL 13F-HR 13 May 2019, 10:06
Q4 2018 135 $337,912,000 +$76,247,812 -$106,160,372 -$29,912,560 IVV, IWR, IJR, MDY, IJH 13F-HR 01 Feb 2019, 17:24
Q3 2018 137 $453,724,000 +$38,733,526 -$37,286,664 +$1,446,862 IJR, IVV, IJH, IWR, AAPL Restatement 07 Nov 2018, 11:48
Q2 2018 144 $433,614,000 +$31,571,961 -$73,503,355 -$41,931,394 IJR, IVV, IJH, IWR, AAPL 13F-HR 27 Jul 2018, 12:01
Q1 2018 142 $459,815,000 +$59,032,138 -$82,538,861 -$23,506,723 IJH, IVV, IJR, IWR, AAPL 13F-HR 09 May 2018, 10:43
Q4 2017 156 $487,579,000 +$88,941,235 -$62,876,093 +$26,065,142 IJH, IVV, IJR, IWR, AAPL 13F-HR 07 Feb 2018, 17:46
Q3 2017 153 $437,654,000 +$87,990,705 -$36,570,348 +$51,420,357 IJR, IVV, IJH, IWR, AAPL 13F-HR 09 Nov 2017, 12:06
Q2 2017 149 $376,451,000 +$141,083,030 -$11,596,768 +$129,486,262 IJR, IVV, IJH, IWR, AAPL 13F-HR 03 Aug 2017, 18:11
Q1 2017 113 $242,800,000 +$38,902,077 -$21,685,324 +$17,216,753 IJR, IVV, IWR, IJH, AAPL 13F-HR 27 Apr 2017, 12:52
Q4 2016 112 $226,961,000 +$37,234,706 -$29,711,722 +$7,522,984 IVV, IJR, IWR, JPM, AAPL Restatement 27 Feb 2017, 10:41
Q3 2016 112 $211,017,000 +$20,061,711 -$8,948,855 +$11,112,856 IVV, IWR, IJR, GSK, AAPL 13F-HR 07 Nov 2016, 09:58
Q2 2016 113 $193,190,000 +$15,523,820 -$9,428,351 +$6,095,469 IVV, IWR, GSK, PFE, AAPL 13F-HR 09 Aug 2016, 12:43
Q1 2016 110 $184,421,000 +$45,301,846 -$63,644,773 -$18,342,927 IVV, IWR, GSK, PFE, AAPL 13F-HR 12 May 2016, 16:43
Q4 2015 93 $199,377,000 +$61,934,516 -$37,668,729 +$24,265,787 IVV, GE, GSK, IWR, PFE 13F-HR 08 Jan 2016, 12:58
Q3 2015 89 $175,986,000 +$6,078,752 -$37,796,777 -$31,718,025 NTG, KMI, GSK, GE, PFE 13F-HR 05 Oct 2015, 12:34
Q2 2015 99 $226,860,000 $0 $0 $0 KMI, NTG, AAPL, BSCF, GSK 13F-HR 11 Aug 2015, 16:31