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Connectus Wealth, LLC: DHR position timeline

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

Connectus Wealth, LLC held 80,893 DHR 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 80,893 shares
    Change vs previous 13F -212 shares

    0.55% of the 13F portfolio, value $20,202,007.

    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 81,105 shares
    Change vs previous 13F -2,161 shares

    0.38% of the 13F portfolio, value $18,763,703.

    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 83,266 shares
    Change vs previous 13F -7,897 shares

    0.46% of the 13F portfolio, value $20,659,768.

    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 91,163 shares
    Change vs previous 13F +3,037 shares

    0.5% of the 13F portfolio, value $21,884,338.

    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 88,126 shares
    Change vs previous 13F -1,607 shares

    0.55% of the 13F portfolio, value $22,216,326.

    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 89,733 shares
    Change vs previous 13F -2,360 shares

    0.56% of the 13F portfolio, value $23,821,392.

    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 92,093 shares
    Change vs previous 13F -8,004 shares

    0.5% of the 13F portfolio, value $23,790,000.

    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 100,097 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $25,380,000.

    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).