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Disclosery

Connectus Wealth, LLC: DLR position timeline

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

Connectus Wealth, LLC held 0 DLR shares at 2023-06-30 per its 13F-HR filed 2023-08-14.

the latest 13F is the newest step

  1. period ended2023-06-30
    13F 0 shares
    Change vs previous 13F -80,864 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2023-03-31
    13F 80,864 shares
    Change vs previous 13F -6,109 shares

    0.2% of the 13F portfolio, value $7,949,740.

    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).

  3. period ended2022-12-31
    13F 86,973 shares
    Change vs previous 13F -686 shares

    0.21% of the 13F portfolio, value $8,721,000.

    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).

  4. period ended2022-09-30
    13F 87,659 shares
    Change vs previous 13F +3,325 shares

    0.18% of the 13F portfolio, value $8,694,000.

    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).

  5. period ended2022-06-30
    13F 84,334 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $10,949,000.

    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).