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Connectus Wealth, LLC: FSV position timeline

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

Connectus Wealth, LLC held 133,167 FSV 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 133,167 shares
    Change vs previous 13F +2,832 shares

    0.6% of the 13F portfolio, value $22,079,088.

    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 130,335 shares
    Change vs previous 13F +939 shares

    0.43% of the 13F portfolio, value $21,126,000.

    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 129,396 shares
    Change vs previous 13F +1,809 shares

    0.42% of the 13F portfolio, value $18,832,294.

    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 127,587 shares
    Change vs previous 13F +4,918 shares

    0.45% of the 13F portfolio, value $19,659,881.

    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 122,669 shares
    Change vs previous 13F +71,269 shares

    0.43% of the 13F portfolio, value $17,295,102.

    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 51,400 shares
    Change vs previous 13F +205 shares

    0.15% of the 13F portfolio, value $6,299,000.

    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 51,195 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $6,093,000.

    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).