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Disclosery

Connectus Wealth, LLC: FDIS position timeline

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

Connectus Wealth, LLC held 103,626 FDIS 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 103,626 shares
    Change vs previous 13F +92,099 shares

    0.23% of the 13F portfolio, value $8,555,046.

    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 11,527 shares
    Change vs previous 13F -65,359 shares

    0.02% of the 13F portfolio, value $910,868.

    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 76,886 shares
    Change vs previous 13F -554 shares

    0.12% of the 13F portfolio, value $5,379,034.

    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 77,440 shares
    Change vs previous 13F +268 shares

    0.13% of the 13F portfolio, value $5,683,791.

    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 77,172 shares
    Change vs previous 13F +77,172 shares

    0.12% of the 13F portfolio, value $5,053,979.

    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 -20,138 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 20,138 shares
    Change vs previous 13F +3,492 shares

    0.03% of the 13F portfolio, value $1,228,000.

    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 16,646 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $982,000.

    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).