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Connectus Wealth, LLC: DOW position timeline

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

Connectus Wealth, LLC held 70,703 DOW 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 70,703 shares
    Change vs previous 13F -13,005 shares

    0.11% of the 13F portfolio, value $4,096,709.

    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 83,708 shares
    Change vs previous 13F -13,716 shares

    0.09% of the 13F portfolio, value $4,591,216.

    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 97,424 shares
    Change vs previous 13F +60,750 shares

    0.11% of the 13F portfolio, value $5,023,733.

    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 36,674 shares
    Change vs previous 13F +122 shares

    0.04% of the 13F portfolio, value $1,954,118.

    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 36,552 shares
    Change vs previous 13F +2,706 shares

    0.05% of the 13F portfolio, value $2,004,595.

    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 33,846 shares
    Change vs previous 13F -87,428 shares

    0.04% of the 13F portfolio, value $1,706,121.

    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 121,274 shares
    Change vs previous 13F +5,449 shares

    0.11% of the 13F portfolio, value $5,332,000.

    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 115,825 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $5,983,000.

    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).