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Connectus Wealth, LLC: FIDU position timeline

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

Connectus Wealth, LLC held 71,651 FIDU 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 71,651 shares
    Change vs previous 13F +31,159 shares

    0.13% of the 13F portfolio, value $4,866,983.

    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 40,492 shares
    Change vs previous 13F -106,812 shares

    0.05% of the 13F portfolio, value $2,483,554.

    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 147,304 shares
    Change vs previous 13F +61,825 shares

    0.18% of the 13F portfolio, value $7,981,518.

    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 85,479 shares
    Change vs previous 13F +15,747 shares

    0.11% of the 13F portfolio, value $4,868,670.

    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 69,732 shares
    Change vs previous 13F +49,494 shares

    0.09% of the 13F portfolio, value $3,690,519.

    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 20,238 shares
    Change vs previous 13F -12,479 shares

    0.02% of the 13F portfolio, value $1,028,497.

    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 32,717 shares
    Change vs previous 13F +15,724 shares

    0.03% of the 13F portfolio, value $1,431,000.

    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 16,993 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $769,000.

    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).