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Connectus Wealth, LLC: ACN position timeline

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

Connectus Wealth, LLC held 104,308 ACN 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 104,308 shares
    Change vs previous 13F +1,223 shares

    0.63% of the 13F portfolio, value $23,048,810.

    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 103,085 shares
    Change vs previous 13F +32,273 shares

    0.46% of the 13F portfolio, value $22,674,863.

    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 70,812 shares
    Change vs previous 13F -2,269 shares

    0.46% of the 13F portfolio, value $20,563,065.

    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 73,081 shares
    Change vs previous 13F -78,214 shares

    0.49% of the 13F portfolio, value $21,316,492.

    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 151,295 shares
    Change vs previous 13F +3,347 shares

    1.03% of the 13F portfolio, value $42,063,465.

    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 147,948 shares
    Change vs previous 13F -4,157 shares

    1.18% of the 13F portfolio, value $49,753,564.

    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 152,105 shares
    Change vs previous 13F -65,788 shares

    1.02% of the 13F portfolio, value $49,174,000.

    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 217,893 shares
    Change vs previous 13F not available

    1.38% of the 13F portfolio, value $60,508,000.

    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).