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Disclosery

Connectus Wealth, LLC: CRM position timeline

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

Connectus Wealth, LLC held 147,996 CRM 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 147,996 shares
    Change vs previous 13F -20,710 shares

    1.22% of the 13F portfolio, value $44,573,999.

    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 168,706 shares
    Change vs previous 13F +13,443 shares

    0.91% of the 13F portfolio, value $44,394,679.

    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 155,263 shares
    Change vs previous 13F -2,264 shares

    0.7% of the 13F portfolio, value $31,485,073.

    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 157,527 shares
    Change vs previous 13F +19,925 shares

    0.77% of the 13F portfolio, value $33,279,630.

    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 137,602 shares
    Change vs previous 13F -7,649 shares

    0.68% of the 13F portfolio, value $27,490,485.

    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 145,251 shares
    Change vs previous 13F -5,402 shares

    0.46% of the 13F portfolio, value $19,259,248.

    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 150,653 shares
    Change vs previous 13F -21 shares

    0.45% of the 13F portfolio, value $21,670,000.

    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 150,674 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $24,867,000.

    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).