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 +$38,920,596 -$21,419,249 +$17,501,347 ITOT, IVV, IWY, IWV, IWX 13F-HR 01 Nov 2024, 12:37
Q2 2024 166 $991,538,794 +$61,568,455 -$32,329,809 +$29,238,646 ITOT, IVV, IWY, IWV, IWR 13F-HR 07 Aug 2024, 17:43
Q1 2024 150 $943,560,993 +$45,482,232 -$19,031,099 +$26,451,133 ITOT, IVV, IWV, IWY, IWR 13F-HR 24 Apr 2024, 15:50
Q4 2023 143 $856,242,331 +$101,369,366 -$36,477,764 +$64,891,602 ITOT, IVV, IWV, IWR, IWY 13F-HR 12 Feb 2024, 14:55
Q3 2023 146 $710,972,720 +$87,614,213 -$21,234,251 +$66,379,962 ITOT, IVV, IWV, IWR, VONV 13F-HR 13 Nov 2023, 15:30
Q2 2023 124 $680,160,597 +$20,393,535 -$12,085,163 +$8,308,372 ITOT, IVV, IWR, IWV, VONV 13F-HR 04 Aug 2023, 12:52
Q1 2023 120 $631,798,892 +$19,624,407 -$32,094,502 -$12,470,095 ITOT, IVV, IWR, IWV, VONV 13F-HR 10 May 2023, 10:24
Q4 2022 120 $607,812,743 +$98,078,161 -$10,535,536 +$87,542,625 ITOT, IVV, IWV, IWR, VONV 13F-HR 09 Feb 2023, 10:35
Q3 2022 121 $487,900,000 +$58,682,101 -$14,704,628 +$43,977,473 IVV, ITOT, IWV, IWR, VONV 13F-HR 10 Nov 2022, 11:44
Q2 2022 125 $480,447,000 +$47,470,756 -$41,814,760 +$5,655,996 IVV, ITOT, IWV, VONV, IWR 13F-HR 12 Aug 2022, 16:04
Q1 2022 136 $571,542,000 +$48,694,620 -$11,844,504 +$36,850,116 IVV, ITOT, VONV, IWV, IWR 13F-HR 13 May 2022, 15:10
Q4 2021 142 $571,440,000 +$41,265,890 -$64,625,337 -$23,359,447 IVV, ITOT, VONV, IWV, IWR 13F-HR 09 Feb 2022, 12:22
Q3 2021 161 $551,221,000 +$57,955,849 -$17,978,773 +$39,977,076 IVV, VONV, IWV, ITOT, IJH 13F-HR 12 Nov 2021, 14:15
Q2 2021 162 $513,484,000 +$77,190,273 -$34,570,217 +$42,620,056 IVV, IWV, VONV, IWR, IJH 13F-HR 13 Aug 2021, 09:47
Q1 2021 162 $456,429,000 +$93,041,232 -$52,678,403 +$40,362,829 IVV, IWV, VONV, IJH, SPY 13F-HR 14 May 2021, 09:44
Q4 2020 147 $394,438,000 +$28,468,901 -$5,713,973 +$22,754,928 IVV, SPY, IJH, IWV, AAPL 13F-HR 12 Feb 2021, 13:22
Q3 2020 135 $329,772,000 +$21,229,716 -$7,821,587 +$13,408,129 IVV, SPY, AAPL, IJH, IWV 13F-HR 13 Nov 2020, 14:49
Q2 2020 137 $308,226,000 +$27,409,510 -$22,418,849 +$4,990,661 IVV, SPY, IJH, AAPL, IWV 13F-HR 12 Aug 2020, 16:42
Q1 2020 125 $255,115,000 +$53,639,586 -$31,732,749 +$21,906,837 IVV, SPY, IJH, IWR, IWV 13F-HR 11 May 2020, 13:55
Q4 2019 167 $327,770,000 +$41,469,723 -$19,609,019 +$21,860,704 IVV, IJR, IWR, AAPL, IJH 13F-HR 11 Feb 2020, 18:32
Q3 2019 179 $292,738,000 +$55,575,196 -$85,906,434 -$30,331,238 IVV, IJR, IWR, IJH, MSFT 13F-HR 24 Oct 2019, 13:02
Q2 2019 170 $331,367,000 +$51,185,650 -$52,549,203 -$1,363,553 IVV, IJR, IWR, IJH, AAPL 13F-HR 30 Jul 2019, 13:41
Q1 2019 136 $343,128,000 +$47,750,941 -$74,456,275 -$26,705,334 IJR, IVV, IWR, IJH, AAPL 13F-HR 13 May 2019, 10:06
Q4 2018 135 $337,912,000 +$76,247,808 -$96,974,383 -$20,726,575 IVV, IWR, IJR, MDY, IJH 13F-HR 01 Feb 2019, 16:24
Q3 2018 137 $453,724,000 +$38,733,528 -$14,842,666 +$23,890,862 IJR, IVV, IJH, IWR, AAPL Restatement 07 Nov 2018, 10:48
Q2 2018 144 $433,614,000 +$31,571,966 -$60,748,359 -$29,176,393 IJR, IVV, IJH, IWR, AAPL 13F-HR 27 Jul 2018, 12:01
Q1 2018 142 $459,815,000 +$59,032,157 -$40,233,860 +$18,798,297 IJH, IVV, IJR, IWR, AAPL 13F-HR 09 May 2018, 10:43
Q4 2017 156 $487,579,000 +$88,941,235 -$39,672,083 +$49,269,152 IJH, IVV, IJR, IWR, AAPL 13F-HR 07 Feb 2018, 16:46
Q3 2017 153 $437,654,000 +$87,990,693 -$10,763,346 +$77,227,347 IJR, IVV, IJH, IWR, AAPL 13F-HR 09 Nov 2017, 11:06
Q2 2017 149 $376,451,000 +$141,083,047 -$7,888,769 +$133,194,278 IJR, IVV, IJH, IWR, AAPL 13F-HR 03 Aug 2017, 18:11
Q1 2017 113 $242,800,000 +$38,902,088 -$9,646,325 +$29,255,763 IJR, IVV, IWR, IJH, AAPL 13F-HR 27 Apr 2017, 12:52
Q4 2016 112 $226,961,000 +$37,234,708 -$22,173,722 +$15,060,986 IVV, IJR, IWR, JPM, AAPL Restatement 27 Feb 2017, 09:41
Q3 2016 111 $210,958,000 +$20,061,708 -$5,330,854 +$14,730,854 IVV, IWR, IJR, GSKXXXX, AAPL 13F-HR 07 Nov 2016, 08:58
Q2 2016 113 $193,190,000 +$15,523,822 -$4,315,350 +$11,208,472 IVV, IWR, GSKXXXX, PFE, AAPL 13F-HR 09 Aug 2016, 12:43
Q1 2016 110 $184,421,000 +$45,301,847 -$36,360,781 +$8,941,066 IVV, IWR, GSKXXXX, PFE, AAPL 13F-HR 12 May 2016, 16:43
Q4 2015 93 $199,377,000 +$61,934,507 -$10,478,729 +$51,455,778 IVV, GEXXXX, GSKXXXX, IWR, PFE 13F-HR 08 Jan 2016, 11:58
Q3 2015 89 $175,986,000 +$6,078,750 -$18,494,776 -$12,416,026 NTGXXXX, KMI, GSKXXXX, GEXXXX, PFE 13F-HR 05 Oct 2015, 12:34
Q2 2015 98 $226,859,000 $0 KMI, NTGXXXX, AAPL, BSCF, GSKXXXX 13F-HR 11 Aug 2015, 16:31