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Disclosery

Connectus Wealth, LLC: DVY position timeline

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

Connectus Wealth, LLC held 4,040 DVY 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 4,040 shares
    Change vs previous 13F -2,111 shares

    0.01% of the 13F portfolio, value $497,647.

    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 6,151 shares
    Change vs previous 13F -2,570 shares

    0.01% of the 13F portfolio, value $721,681.

    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 8,721 shares
    Change vs previous 13F -115 shares

    0.02% of the 13F portfolio, value $939,263.

    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 8,836 shares
    Change vs previous 13F -92,596 shares

    0.02% of the 13F portfolio, value $1,001,713.

    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 101,432 shares
    Change vs previous 13F +92,786 shares

    0.29% of the 13F portfolio, value $11,909,129.

    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 8,646 shares
    Change vs previous 13F -361 shares

    0.02% of the 13F portfolio, value $1,042,919.

    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 9,007 shares
    Change vs previous 13F -93,184 shares

    0.02% of the 13F portfolio, value $966,000.

    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 102,191 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $12,051,000.

    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).