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Connectus Wealth, LLC: COST position timeline

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

Connectus Wealth, LLC held 143,730 COST 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 143,730 shares
    Change vs previous 13F -12,846 shares

    2.85% of the 13F portfolio, value $104,097,386.

    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 156,576 shares
    Change vs previous 13F -48 shares

    2.09% of the 13F portfolio, value $102,201,766.

    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 156,624 shares
    Change vs previous 13F -5,340 shares

    1.97% of the 13F portfolio, value $88,389,940.

    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 161,964 shares
    Change vs previous 13F +8,029 shares

    2% of the 13F portfolio, value $87,090,084.

    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 153,935 shares
    Change vs previous 13F -706 shares

    1.88% of the 13F portfolio, value $76,379,072.

    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 154,641 shares
    Change vs previous 13F -3,841 shares

    1.69% of the 13F portfolio, value $71,486,101.

    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 158,482 shares
    Change vs previous 13F -4,899 shares

    1.58% of the 13F portfolio, value $75,890,000.

    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 163,381 shares
    Change vs previous 13F not available

    1.79% of the 13F portfolio, value $78,305,000.

    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).