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Connectus Wealth, LLC: EXPE position timeline

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

Connectus Wealth, LLC held 141,766 EXPE 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 141,766 shares
    Change vs previous 13F +5,733 shares

    0.53% of the 13F portfolio, value $19,528,481.

    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 136,033 shares
    Change vs previous 13F +3,582 shares

    0.42% of the 13F portfolio, value $20,648,816.

    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 132,451 shares
    Change vs previous 13F -7,588 shares

    0.3% of the 13F portfolio, value $13,651,931.

    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 140,039 shares
    Change vs previous 13F +61,534 shares

    0.35% of the 13F portfolio, value $15,318,975.

    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 78,505 shares
    Change vs previous 13F +44,045 shares

    0.19% of the 13F portfolio, value $7,617,438.

    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 34,460 shares
    Change vs previous 13F +900 shares

    0.07% of the 13F portfolio, value $3,018,752.

    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 33,560 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $3,144,000.

    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).