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Disclosery

Connectus Wealth, LLC: CHI position timeline

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

Connectus Wealth, LLC held 149,975 CHI 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 149,975 shares
    Change vs previous 13F +300 shares

    0.05% of the 13F portfolio, value $1,702,216.

    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 149,675 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $1,550,633.

    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 149,675 shares
    Change vs previous 13F -15,975 shares

    0.04% of the 13F portfolio, value $1,577,574.

    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 165,650 shares
    Change vs previous 13F +5,700 shares

    0.04% of the 13F portfolio, value $1,855,280.

    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 159,950 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $1,682,674.

    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 159,950 shares
    Change vs previous 13F -20,300 shares

    0.04% of the 13F portfolio, value $1,681,000.

    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 180,250 shares
    Change vs previous 13F +16,750 shares

    0.04% of the 13F portfolio, value $1,741,000.

    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 163,500 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,753,000.

    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).