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Disclosery

Connectus Wealth, LLC: CARR position timeline

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

Connectus Wealth, LLC held 45,300 CARR 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 45,300 shares
    Change vs previous 13F -12,516 shares

    0.07% of the 13F portfolio, value $2,636,299.

    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 57,816 shares
    Change vs previous 13F -514 shares

    0.07% of the 13F portfolio, value $3,324,753.

    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 58,330 shares
    Change vs previous 13F -781 shares

    0.07% of the 13F portfolio, value $3,222,749.

    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 59,111 shares
    Change vs previous 13F -104 shares

    0.07% of the 13F portfolio, value $2,941,097.

    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 59,215 shares
    Change vs previous 13F +9,874 shares

    0.07% of the 13F portfolio, value $2,711,307.

    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 49,341 shares
    Change vs previous 13F +35,463 shares

    0.05% of the 13F portfolio, value $2,036,766.

    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 13,878 shares
    Change vs previous 13F +56 shares

    0.01% of the 13F portfolio, value $494,000.

    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 13,822 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $493,000.

    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).