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Disclosery

Connectus Wealth, LLC: CL position timeline

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

Connectus Wealth, LLC held 105,461 CL 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 105,461 shares
    Change vs previous 13F +17,814 shares

    0.26% of the 13F portfolio, value $9,510,553.

    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 87,647 shares
    Change vs previous 13F +6,306 shares

    0.14% of the 13F portfolio, value $6,995,278.

    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 81,341 shares
    Change vs previous 13F +65,603 shares

    0.13% of the 13F portfolio, value $5,784,252.

    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 15,738 shares
    Change vs previous 13F +2,191 shares

    0.03% of the 13F portfolio, value $1,212,533.

    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 13,547 shares
    Change vs previous 13F -2,599 shares

    0.03% of the 13F portfolio, value $1,018,108.

    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 16,146 shares
    Change vs previous 13F +2,464 shares

    0.03% of the 13F portfolio, value $1,272,400.

    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 13,682 shares
    Change vs previous 13F -2,278 shares

    0.02% of the 13F portfolio, value $961,000.

    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 15,960 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,279,000.

    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).