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Connectus Wealth, LLC: CHCT position timeline

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

Connectus Wealth, LLC held 492,827 CHCT 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 492,827 shares
    Change vs previous 13F -2,917 shares

    0.36% of the 13F portfolio, value $13,084,557.

    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 495,744 shares
    Change vs previous 13F -6,195 shares

    0.27% of the 13F portfolio, value $13,206,620.

    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 501,939 shares
    Change vs previous 13F -24,030 shares

    0.33% of the 13F portfolio, value $14,907,588.

    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 525,969 shares
    Change vs previous 13F -30,480 shares

    0.4% of the 13F portfolio, value $17,367,496.

    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 556,449 shares
    Change vs previous 13F +479 shares

    0.5% of the 13F portfolio, value $20,366,033.

    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 555,970 shares
    Change vs previous 13F -6,285 shares

    0.47% of the 13F portfolio, value $19,904,000.

    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 562,255 shares
    Change vs previous 13F +5,511 shares

    0.38% of the 13F portfolio, value $18,414,000.

    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 556,744 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $20,160,000.

    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).