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Connectus Wealth, LLC: AVGO position timeline

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

Connectus Wealth, LLC held 5,688 AVGO 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 5,688 shares
    Change vs previous 13F -786 shares

    0.21% of the 13F portfolio, value $7,545,924.

    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 6,474 shares
    Change vs previous 13F +313 shares

    0.15% of the 13F portfolio, value $7,233,609.

    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 6,161 shares
    Change vs previous 13F +312 shares

    0.11% of the 13F portfolio, value $5,121,326.

    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 5,849 shares
    Change vs previous 13F -490 shares

    0.12% of the 13F portfolio, value $5,075,875.

    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 6,339 shares
    Change vs previous 13F -56 shares

    0.1% of the 13F portfolio, value $4,069,102.

    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 6,395 shares
    Change vs previous 13F -18 shares

    0.08% of the 13F portfolio, value $3,577,217.

    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 6,413 shares
    Change vs previous 13F +977 shares

    0.06% of the 13F portfolio, value $2,849,000.

    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 5,436 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,642,000.

    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).