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Connectus Wealth, LLC: F position timeline

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

Connectus Wealth, LLC held 139,667 F 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 139,667 shares
    Change vs previous 13F +730 shares

    0.05% of the 13F portfolio, value $1,854,818.

    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 138,937 shares
    Change vs previous 13F +5,156 shares

    0.03% of the 13F portfolio, value $1,693,666.

    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 133,781 shares
    Change vs previous 13F +463 shares

    0.04% of the 13F portfolio, value $1,661,580.

    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 133,318 shares
    Change vs previous 13F +102 shares

    0.05% of the 13F portfolio, value $2,017,134.

    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 133,216 shares
    Change vs previous 13F +2,492 shares

    0.04% of the 13F portfolio, value $1,678,575.

    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 130,724 shares
    Change vs previous 13F -6,443 shares

    0.04% of the 13F portfolio, value $1,520,360.

    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 137,167 shares
    Change vs previous 13F -415 shares

    0.03% of the 13F portfolio, value $1,536,000.

    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 137,582 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,531,000.

    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).