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Disclosery

Connectus Wealth, LLC: CDW position timeline

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

Connectus Wealth, LLC held 0 CDW shares at 2023-09-30 per its 13F-HR filed 2023-11-13.

the latest 13F is the newest step

  1. period ended2023-09-30
    13F 0 shares
    Change vs previous 13F -9,303 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2023-06-30
    13F 9,303 shares
    Change vs previous 13F -8,423 shares

    0.04% of the 13F portfolio, value $1,711,055.

    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).

  3. period ended2023-03-31
    13F 17,726 shares
    Change vs previous 13F +9,587 shares

    0.09% of the 13F portfolio, value $3,458,237.

    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).

  4. period ended2022-12-31
    13F 8,139 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,453,463.

    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).