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Disclosery

Connectus Wealth, LLC: C position timeline

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

Connectus Wealth, LLC held 66,853 C 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 66,853 shares
    Change vs previous 13F +45,846 shares

    0.12% of the 13F portfolio, value $4,231,905.

    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 21,007 shares
    Change vs previous 13F -7,680 shares

    0.02% of the 13F portfolio, value $1,080,596.

    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 28,687 shares
    Change vs previous 13F -56,138 shares

    0.03% of the 13F portfolio, value $1,179,893.

    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 84,825 shares
    Change vs previous 13F -770 shares

    0.09% of the 13F portfolio, value $3,905,340.

    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 85,595 shares
    Change vs previous 13F -61,972 shares

    0.1% of the 13F portfolio, value $4,013,546.

    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 147,567 shares
    Change vs previous 13F -12,159 shares

    0.16% of the 13F portfolio, value $6,674,000.

    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 159,726 shares
    Change vs previous 13F -5,805 shares

    0.14% of the 13F portfolio, value $6,656,000.

    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 165,531 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $7,613,000.

    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).