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Disclosery

Connectus Wealth, LLC: COP position timeline

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

Connectus Wealth, LLC held 40,294 COP 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 40,294 shares
    Change vs previous 13F +149 shares

    0.14% of the 13F portfolio, value $5,129,169.

    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 40,145 shares
    Change vs previous 13F -204 shares

    0.1% of the 13F portfolio, value $4,660,045.

    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 40,349 shares
    Change vs previous 13F +7,954 shares

    0.11% of the 13F portfolio, value $4,834,710.

    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 32,395 shares
    Change vs previous 13F -13,572 shares

    0.08% of the 13F portfolio, value $3,356,445.

    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 45,967 shares
    Change vs previous 13F +2,394 shares

    0.11% of the 13F portfolio, value $4,565,091.

    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 43,573 shares
    Change vs previous 13F -6,060 shares

    0.12% of the 13F portfolio, value $5,146,078.

    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 49,633 shares
    Change vs previous 13F -8,391 shares

    0.11% of the 13F portfolio, value $5,084,000.

    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 58,024 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $5,214,000.

    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).