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Connectus Wealth, LLC: ET position timeline

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

Connectus Wealth, LLC held 25,317 ET 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 25,317 shares
    Change vs previous 13F -145,912 shares

    0.01% of the 13F portfolio, value $398,267.

    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 171,229 shares
    Change vs previous 13F +4,571 shares

    0.05% of the 13F portfolio, value $2,362,993.

    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 166,658 shares
    Change vs previous 13F -150,008 shares

    0.05% of the 13F portfolio, value $2,338,225.

    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 316,666 shares
    Change vs previous 13F +14,458 shares

    0.09% of the 13F portfolio, value $4,021,671.

    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 302,208 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $3,768,534.

    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 302,208 shares
    Change vs previous 13F -1,013 shares

    0.08% of the 13F portfolio, value $3,587,209.

    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 303,221 shares
    Change vs previous 13F +826 shares

    0.07% of the 13F portfolio, value $3,345,000.

    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 302,395 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $3,018,000.

    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).