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Disclosery

Connectus Wealth, LLC: ADSK position timeline

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

Connectus Wealth, LLC held 133,032 ADSK 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 133,032 shares
    Change vs previous 13F -1,436 shares

    0.01% of the 13F portfolio, value $318,086.

    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 134,468 shares
    Change vs previous 13F +119,933 shares

    0.01% of the 13F portfolio, value $292,230.

    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 14,535 shares
    Change vs previous 13F -1,650 shares

    0.01% of the 13F portfolio, value $257,138.

    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 16,185 shares
    Change vs previous 13F -777 shares

    0.01% of the 13F portfolio, value $435,913.

    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 16,962 shares
    Change vs previous 13F +758 shares

    0.01% of the 13F portfolio, value $428,110.

    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 16,204 shares
    Change vs previous 13F -50 shares

    0.67% of the 13F portfolio, value $28,438,716.

    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 16,254 shares
    Change vs previous 13F -135,063 shares

    0.59% of the 13F portfolio, value $28,518,000.

    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 151,317 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $26,020,000.

    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).