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Connectus Wealth, LLC: CB position timeline

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

Connectus Wealth, LLC held 109,022 CB 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 109,022 shares
    Change vs previous 13F -4,793 shares

    0.78% of the 13F portfolio, value $28,383,226.

    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 113,815 shares
    Change vs previous 13F -5,603 shares

    0.53% of the 13F portfolio, value $25,830,446.

    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 119,418 shares
    Change vs previous 13F +3,986 shares

    0.56% of the 13F portfolio, value $24,934,985.

    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 115,432 shares
    Change vs previous 13F -11,293 shares

    0.51% of the 13F portfolio, value $22,268,856.

    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 126,725 shares
    Change vs previous 13F +114,974 shares

    0.61% of the 13F portfolio, value $24,613,443.

    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 11,751 shares
    Change vs previous 13F -10,405 shares

    0.06% of the 13F portfolio, value $2,597,699.

    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 22,156 shares
    Change vs previous 13F +486 shares

    0.08% of the 13F portfolio, value $4,033,000.

    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 21,670 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $4,263,000.

    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).