Skip to content
Disclosery

Connectus Wealth, LLC: CCI position timeline

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

Connectus Wealth, LLC held 2,660 CCI 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 2,660 shares
    Change vs previous 13F -10 shares

    0.01% of the 13F portfolio, value $281,508.

    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 2,670 shares
    Change vs previous 13F +300 shares

    0.01% of the 13F portfolio, value $307,557.

    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 2,370 shares
    Change vs previous 13F -50 shares

    <0.01% of the 13F portfolio, value $218,111.

    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 2,420 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $275,735.

    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 2,420 shares
    Change vs previous 13F -5,850 shares

    0.01% of the 13F portfolio, value $323,893.

    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 8,270 shares
    Change vs previous 13F -100 shares

    0.03% of the 13F portfolio, value $1,122,000.

    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 8,370 shares
    Change vs previous 13F -100 shares

    0.03% of the 13F portfolio, value $1,210,000.

    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 8,470 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,426,000.

    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).