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Connectus Wealth, LLC: EPD position timeline

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

Connectus Wealth, LLC held 289,813 EPD 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 289,813 shares
    Change vs previous 13F -3,283 shares

    0.23% of the 13F portfolio, value $8,456,829.

    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 293,096 shares
    Change vs previous 13F -9,022 shares

    0.16% of the 13F portfolio, value $7,723,206.

    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 302,118 shares
    Change vs previous 13F +42,043 shares

    0.18% of the 13F portfolio, value $8,269,030.

    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 260,075 shares
    Change vs previous 13F -11,420 shares

    0.16% of the 13F portfolio, value $6,852,976.

    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 271,495 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $7,031,720.

    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 271,495 shares
    Change vs previous 13F +4,250 shares

    0.15% of the 13F portfolio, value $6,548,000.

    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).

  7. period ended2022-09-30
    13F 267,245 shares
    Change vs previous 13F +21,450 shares

    0.13% of the 13F portfolio, value $6,355,000.

    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 245,795 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $5,990,000.

    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).