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Connectus Wealth, LLC: BOX position timeline

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

Connectus Wealth, LLC held 83,238 BOX 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 83,238 shares
    Change vs previous 13F +6,655 shares

    0.06% of the 13F portfolio, value $2,357,300.

    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 76,583 shares
    Change vs previous 13F -2,291 shares

    0.04% of the 13F portfolio, value $1,961,291.

    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 78,874 shares
    Change vs previous 13F +15,626 shares

    0.04% of the 13F portfolio, value $1,909,540.

    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 63,248 shares
    Change vs previous 13F +17,265 shares

    0.04% of the 13F portfolio, value $1,858,226.

    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 45,983 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,231,885.

    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).