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Connectus Wealth, LLC: CSX position timeline

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

Connectus Wealth, LLC held 20,200 CSX 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 20,200 shares
    Change vs previous 13F +4 shares

    0.02% of the 13F portfolio, value $749,395.

    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 20,196 shares
    Change vs previous 13F -72,521 shares

    0.01% of the 13F portfolio, value $700,792.

    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 92,717 shares
    Change vs previous 13F -580,459 shares

    0.06% of the 13F portfolio, value $2,853,866.

    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 673,176 shares
    Change vs previous 13F -9,626 shares

    0.53% of the 13F portfolio, value $22,974,550.

    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 682,802 shares
    Change vs previous 13F -19,188 shares

    0.5% of the 13F portfolio, value $20,460,136.

    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 701,990 shares
    Change vs previous 13F +108,103 shares

    0.51% of the 13F portfolio, value $21,763,330.

    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 593,887 shares
    Change vs previous 13F +7,149 shares

    0.35% of the 13F portfolio, value $16,602,000.

    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 586,738 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $17,064,000.

    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).