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Connectus Wealth, LLC: AXP position timeline

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

Connectus Wealth, LLC held 17,987 AXP 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 17,987 shares
    Change vs previous 13F -1,003 shares

    0.11% of the 13F portfolio, value $4,096,605.

    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 18,990 shares
    Change vs previous 13F -984 shares

    0.07% of the 13F portfolio, value $3,558,256.

    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 19,974 shares
    Change vs previous 13F -102 shares

    0.07% of the 13F portfolio, value $2,980,429.

    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 20,076 shares
    Change vs previous 13F -90 shares

    0.08% of the 13F portfolio, value $3,497,804.

    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 20,166 shares
    Change vs previous 13F -82,912 shares

    0.08% of the 13F portfolio, value $3,326,943.

    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 103,078 shares
    Change vs previous 13F -104,017 shares

    0.36% of the 13F portfolio, value $15,288,436.

    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 207,095 shares
    Change vs previous 13F +11,542 shares

    0.58% of the 13F portfolio, value $28,002,000.

    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 195,553 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $27,171,000.

    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).