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Connectus Wealth, LLC: BRK-B position timeline

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

Connectus Wealth, LLC held 80,483 BRK-B 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 80,483 shares
    Change vs previous 13F +658 shares

    0.53% of the 13F portfolio, value $19,274,941.

    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 79,825 shares
    Change vs previous 13F +36,529 shares

    0.33% of the 13F portfolio, value $15,962,813.

    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 43,296 shares
    Change vs previous 13F +8,117 shares

    0.31% of the 13F portfolio, value $13,935,915.

    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 35,179 shares
    Change vs previous 13F +8,128 shares

    0.25% of the 13F portfolio, value $10,763,324.

    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 27,051 shares
    Change vs previous 13F -471 shares

    0.18% of the 13F portfolio, value $7,232,970.

    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 27,522 shares
    Change vs previous 13F +1,052 shares

    0.44% of the 13F portfolio, value $18,786,270.

    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 26,470 shares
    Change vs previous 13F -35,005 shares

    0.34% of the 13F portfolio, value $16,145,000.

    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 61,475 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $16,785,000.

    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).