Skip to content
Disclosery

Connectus Wealth, LLC: DUK position timeline

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

Connectus Wealth, LLC held 9,852 DUK 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 9,852 shares
    Change vs previous 13F +136 shares

    0.03% of the 13F portfolio, value $953,273.

    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 9,716 shares
    Change vs previous 13F -739 shares

    0.02% of the 13F portfolio, value $943,364.

    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 10,455 shares
    Change vs previous 13F -112 shares

    0.02% of the 13F portfolio, value $923,193.

    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 10,567 shares
    Change vs previous 13F -2 shares

    0.02% of the 13F portfolio, value $948,715.

    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 10,569 shares
    Change vs previous 13F +1,720 shares

    0.03% of the 13F portfolio, value $1,020,018.

    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 8,849 shares
    Change vs previous 13F -7,033 shares

    0.02% of the 13F portfolio, value $911,102.

    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 15,882 shares
    Change vs previous 13F +436 shares

    0.03% of the 13F portfolio, value $1,480,000.

    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 15,446 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,659,000.

    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).