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Connectus Wealth, LLC: FENY position timeline

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

Connectus Wealth, LLC held 203,612 FENY 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 203,612 shares
    Change vs previous 13F +11,368 shares

    0.14% of the 13F portfolio, value $5,272,474.

    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 192,244 shares
    Change vs previous 13F -6,289 shares

    0.09% of the 13F portfolio, value $4,433,589.

    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 198,533 shares
    Change vs previous 13F +2,980 shares

    0.11% of the 13F portfolio, value $4,949,816.

    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 195,553 shares
    Change vs previous 13F +6,705 shares

    0.1% of the 13F portfolio, value $4,337,521.

    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 188,848 shares
    Change vs previous 13F +64,278 shares

    0.1% of the 13F portfolio, value $4,239,010.

    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 124,570 shares
    Change vs previous 13F +31,913 shares

    0.07% of the 13F portfolio, value $2,970,969.

    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 92,657 shares
    Change vs previous 13F +37,181 shares

    0.04% of the 13F portfolio, value $1,841,000.

    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 55,476 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,077,000.

    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).