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Disclosery

Connectus Wealth, LLC: EW position timeline

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

Connectus Wealth, LLC held 9,345 EW 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 9,345 shares
    Change vs previous 13F +519 shares

    0.02% of the 13F portfolio, value $893,020.

    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 8,826 shares
    Change vs previous 13F -1,200 shares

    0.01% of the 13F portfolio, value $672,992.

    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 10,026 shares
    Change vs previous 13F -2,711 shares

    0.02% of the 13F portfolio, value $694,610.

    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 12,737 shares
    Change vs previous 13F -175 shares

    0.03% of the 13F portfolio, value $1,201,493.

    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 12,912 shares
    Change vs previous 13F +12,912 shares

    0.03% of the 13F portfolio, value $1,068,272.

    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 0 shares
    Change vs previous 13F -12,718 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  7. period ended2022-09-30
    13F 12,718 shares
    Change vs previous 13F +3 shares

    0.02% of the 13F portfolio, value $1,051,000.

    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 12,715 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,209,000.

    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).