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Disclosery

Connectus Wealth, LLC: DIS position timeline

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

Connectus Wealth, LLC held 76,573 DIS 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 76,573 shares
    Change vs previous 13F -139,811 shares

    0.26% of the 13F portfolio, value $9,369,472.

    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 216,384 shares
    Change vs previous 13F -5,096 shares

    0.4% of the 13F portfolio, value $19,537,665.

    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 221,480 shares
    Change vs previous 13F -79,979 shares

    0.4% of the 13F portfolio, value $17,951,272.

    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 301,459 shares
    Change vs previous 13F +2,757 shares

    0.62% of the 13F portfolio, value $26,914,728.

    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 298,702 shares
    Change vs previous 13F -9,042 shares

    0.74% of the 13F portfolio, value $29,909,640.

    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 307,744 shares
    Change vs previous 13F -7,260 shares

    0.63% of the 13F portfolio, value $26,737,043.

    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 315,004 shares
    Change vs previous 13F +2,798 shares

    0.62% of the 13F portfolio, value $29,715,000.

    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 312,206 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $29,472,000.

    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).