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Disclosery

Connectus Wealth, LLC: DAL position timeline

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

Connectus Wealth, LLC held 111,760 DAL 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 111,760 shares
    Change vs previous 13F +9,361 shares

    0.15% of the 13F portfolio, value $5,355,515.

    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 102,399 shares
    Change vs previous 13F -797 shares

    0.08% of the 13F portfolio, value $4,123,734.

    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 103,196 shares
    Change vs previous 13F -6,163 shares

    0.09% of the 13F portfolio, value $3,820,758.

    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 109,359 shares
    Change vs previous 13F -40,710 shares

    0.12% of the 13F portfolio, value $5,198,927.

    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 150,069 shares
    Change vs previous 13F +13,476 shares

    0.13% of the 13F portfolio, value $5,240,409.

    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 136,593 shares
    Change vs previous 13F +4,373 shares

    0.11% of the 13F portfolio, value $4,488,446.

    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 132,220 shares
    Change vs previous 13F -110,305 shares

    0.08% of the 13F portfolio, value $3,710,000.

    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 242,525 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $7,026,000.

    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).