Skip to content
Disclosery

Connectus Wealth, LLC: BP position timeline

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

Connectus Wealth, LLC held 574,629 BP 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 574,629 shares
    Change vs previous 13F -27,462 shares

    0.59% of the 13F portfolio, value $21,672,065.

    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 602,091 shares
    Change vs previous 13F -31,377 shares

    0.44% of the 13F portfolio, value $21,334,222.

    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 633,468 shares
    Change vs previous 13F -38,180 shares

    0.55% of the 13F portfolio, value $24,549,667.

    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 671,648 shares
    Change vs previous 13F -88,533 shares

    0.55% of the 13F portfolio, value $23,722,931.

    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 760,181 shares
    Change vs previous 13F +10,153 shares

    0.71% of the 13F portfolio, value $28,862,930.

    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 750,028 shares
    Change vs previous 13F -11,825 shares

    0.62% of the 13F portfolio, value $26,217,399.

    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 761,853 shares
    Change vs previous 13F +32,100 shares

    0.45% of the 13F portfolio, value $21,766,000.

    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 729,753 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $20,703,000.

    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).