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Disclosery

Connectus Wealth, LLC: CI position timeline

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

Connectus Wealth, LLC held 0 CI 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 0 shares
    Change vs previous 13F -102,899 shares

    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).

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

  2. period ended2023-12-31
    13F 102,899 shares
    Change vs previous 13F -4,383 shares

    0.63% of the 13F portfolio, value $30,977,058.

    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 107,282 shares
    Change vs previous 13F -2,939 shares

    0.69% of the 13F portfolio, value $30,832,194.

    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 110,221 shares
    Change vs previous 13F +5,962 shares

    0.71% of the 13F portfolio, value $31,039,172.

    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 104,259 shares
    Change vs previous 13F +73,049 shares

    0.66% of the 13F portfolio, value $26,705,167.

    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 31,210 shares
    Change vs previous 13F -4,401 shares

    0.25% of the 13F portfolio, value $10,368,676.

    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 35,611 shares
    Change vs previous 13F +12,616 shares

    0.21% of the 13F portfolio, value $9,897,000.

    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 22,995 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $6,065,000.

    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).