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Connectus Wealth, LLC: ADI position timeline

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

Connectus Wealth, LLC held 50,531 ADI 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 50,531 shares
    Change vs previous 13F +82 shares

    0.27% of the 13F portfolio, value $9,995,320.

    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 50,449 shares
    Change vs previous 13F +56 shares

    0.21% of the 13F portfolio, value $10,017,979.

    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 50,393 shares
    Change vs previous 13F +31 shares

    0.2% of the 13F portfolio, value $8,824,291.

    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 50,362 shares
    Change vs previous 13F +9,381 shares

    0.23% of the 13F portfolio, value $9,811,626.

    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 40,981 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $8,082,672.

    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 40,981 shares
    Change vs previous 13F +12 shares

    0.16% of the 13F portfolio, value $6,722,358.

    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 40,969 shares
    Change vs previous 13F +4,968 shares

    0.12% of the 13F portfolio, value $5,709,000.

    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 36,001 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $5,260,000.

    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).