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Disclosery

Connectus Wealth, LLC: FNDX position timeline

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

Connectus Wealth, LLC held 0 FNDX shares at 2023-06-30 per its 13F-HR filed 2023-08-14.

the latest 13F is the newest step

  1. period ended2023-06-30
    13F 0 shares
    Change vs previous 13F -12,988 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2023-03-31
    13F 12,988 shares
    Change vs previous 13F -260,112 shares

    0.02% of the 13F portfolio, value $714,239.

    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).

  3. period ended2022-12-31
    13F 273,100 shares
    Change vs previous 13F -184,936 shares

    0.35% of the 13F portfolio, value $14,614,320.

    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).

  4. period ended2022-09-30
    13F 458,036 shares
    Change vs previous 13F +152,998 shares

    0.46% of the 13F portfolio, value $21,894,000.

    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).

  5. period ended2022-06-30
    13F 305,038 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $15,544,000.

    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).