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Disclosery

Connectus Wealth, LLC: ETSY position timeline

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

Connectus Wealth, LLC held 259,907 ETSY 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 259,907 shares
    Change vs previous 13F +49,619 shares

    0.01% of the 13F portfolio, value $210,084.

    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 210,288 shares
    Change vs previous 13F +160,047 shares

    13F-HR 0001765380-24-000142 filed by Connectus Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Percent of portfolio not computed: a value is missing or excluded from ratios (H1, H10).

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2023-09-30
    13F 50,241 shares
    Change vs previous 13F +28,304 shares

    0.04% of the 13F portfolio, value $1,845,875.

    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 21,937 shares
    Change vs previous 13F +3,893 shares

    <0.01% of the 13F portfolio, value $18,561.

    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 18,044 shares
    Change vs previous 13F +2,191 shares

    <0.01% of the 13F portfolio, value $20,088.

    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 15,853 shares
    Change vs previous 13F -1,111 shares

    0.45% of the 13F portfolio, value $18,989,000.

    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 16,964 shares
    Change vs previous 13F -137,808 shares

    0.35% of the 13F portfolio, value $16,986,000.

    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 154,772 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $11,331,000.

    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).