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Connectus Wealth, LLC: ENPH position timeline

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

Connectus Wealth, LLC held 17,035 ENPH 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 17,035 shares
    Change vs previous 13F +10 shares

    0.06% of the 13F portfolio, value $2,060,894.

    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 17,025 shares
    Change vs previous 13F -15,811 shares

    0.05% of the 13F portfolio, value $2,249,684.

    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 32,836 shares
    Change vs previous 13F -84,196 shares

    0.09% of the 13F portfolio, value $3,945,245.

    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 117,032 shares
    Change vs previous 13F -7,942 shares

    0.45% of the 13F portfolio, value $19,600,603.

    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 124,974 shares
    Change vs previous 13F +118,870 shares

    0.65% of the 13F portfolio, value $26,279,533.

    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 6,104 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,617,316.

    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).