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Connectus Wealth, LLC: CF position timeline

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

Connectus Wealth, LLC held 46,986 CF 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 46,986 shares
    Change vs previous 13F -2,211 shares

    0.11% of the 13F portfolio, value $3,912,164.

    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 49,197 shares
    Change vs previous 13F +5,755 shares

    0.08% of the 13F portfolio, value $3,913,332.

    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 43,442 shares
    Change vs previous 13F +23,353 shares

    0.08% of the 13F portfolio, value $3,726,688.

    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 20,089 shares
    Change vs previous 13F +4,459 shares

    0.03% of the 13F portfolio, value $1,396,164.

    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 15,630 shares
    Change vs previous 13F +848 shares

    0.03% of the 13F portfolio, value $1,134,783.

    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 14,782 shares
    Change vs previous 13F +339 shares

    0.03% of the 13F portfolio, value $1,261,043.

    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 14,443 shares
    Change vs previous 13F +1,124 shares

    0.03% of the 13F portfolio, value $1,391,000.

    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 13,319 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,142,000.

    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).