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Disclosery

Connectus Wealth, LLC: AON position timeline

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

Connectus Wealth, LLC held 98,907 AON 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 98,907 shares
    Change vs previous 13F -229 shares

    0.9% of the 13F portfolio, value $33,007,243.

    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 99,136 shares
    Change vs previous 13F -1,023 shares

    0.59% of the 13F portfolio, value $28,850,559.

    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 100,159 shares
    Change vs previous 13F +100,159 shares

    0.72% of the 13F portfolio, value $32,473,551.

    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 0 shares
    Change vs previous 13F -111,210 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  5. period ended2023-03-31
    13F 111,210 shares
    Change vs previous 13F -2,444 shares

    0.86% of the 13F portfolio, value $35,063,401.

    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 113,654 shares
    Change vs previous 13F -908 shares

    0.81% of the 13F portfolio, value $34,112,000.

    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 114,562 shares
    Change vs previous 13F -1,244 shares

    0.64% of the 13F portfolio, value $30,687,000.

    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 115,806 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $31,230,000.

    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).