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Disclosery

Connectus Wealth, LLC: CVS position timeline

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

Connectus Wealth, LLC held 156,901 CVS 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 156,901 shares
    Change vs previous 13F +837 shares

    0.34% of the 13F portfolio, value $12,517,434.

    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 156,064 shares
    Change vs previous 13F -104,289 shares

    0.25% of the 13F portfolio, value $12,326,410.

    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 260,353 shares
    Change vs previous 13F -323,960 shares

    0.41% of the 13F portfolio, value $18,192,297.

    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 584,313 shares
    Change vs previous 13F +2,926 shares

    0.93% of the 13F portfolio, value $40,442,280.

    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 581,387 shares
    Change vs previous 13F +88,593 shares

    1.06% of the 13F portfolio, value $43,253,356.

    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 492,794 shares
    Change vs previous 13F +2,376 shares

    1.09% of the 13F portfolio, value $45,970,624.

    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 490,418 shares
    Change vs previous 13F +157,348 shares

    0.98% of the 13F portfolio, value $46,786,000.

    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 333,070 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $30,870,000.

    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).