Skip to content
Disclosery

Connectus Wealth, LLC: ACWX position timeline

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

Connectus Wealth, LLC held 8,034 ACWX 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 8,034 shares
    Change vs previous 13F -654 shares

    0.01% of the 13F portfolio, value $428,919.

    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 8,688 shares
    Change vs previous 13F -98,595 shares

    0.01% of the 13F portfolio, value $443,426.

    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 107,283 shares
    Change vs previous 13F +10,480 shares

    0.11% of the 13F portfolio, value $5,043,384.

    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 96,803 shares
    Change vs previous 13F -3,771 shares

    0.11% of the 13F portfolio, value $4,764,644.

    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 100,574 shares
    Change vs previous 13F -1,330 shares

    0.12% of the 13F portfolio, value $4,904,994.

    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 101,904 shares
    Change vs previous 13F -6,010 shares

    0.11% of the 13F portfolio, value $4,637,000.

    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 107,914 shares
    Change vs previous 13F +90,169 shares

    0.09% of the 13F portfolio, value $4,318,000.

    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 17,745 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $799,000.

    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).