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Connectus Wealth, LLC: FDX position timeline

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

Connectus Wealth, LLC held 18,343 FDX 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 18,343 shares
    Change vs previous 13F +14,095 shares

    0.15% of the 13F portfolio, value $5,315,467.

    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 4,248 shares
    Change vs previous 13F +2 shares

    0.02% of the 13F portfolio, value $1,075,127.

    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 4,246 shares
    Change vs previous 13F +4 shares

    0.03% of the 13F portfolio, value $1,125,579.

    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 4,242 shares
    Change vs previous 13F -46 shares

    0.02% of the 13F portfolio, value $1,051,947.

    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 4,288 shares
    Change vs previous 13F +67 shares

    0.02% of the 13F portfolio, value $980,321.

    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 4,221 shares
    Change vs previous 13F -49 shares

    0.02% of the 13F portfolio, value $731,260.

    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 4,270 shares
    Change vs previous 13F -4,581 shares

    0.01% of the 13F portfolio, value $634,000.

    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 8,851 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,007,000.

    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).