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Connectus Wealth, LLC: FTEC position timeline

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

Connectus Wealth, LLC held 157,361 FTEC 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 157,361 shares
    Change vs previous 13F +109,094 shares

    0.67% of the 13F portfolio, value $24,543,483.

    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 48,267 shares
    Change vs previous 13F -100,435 shares

    0.14% of the 13F portfolio, value $6,942,735.

    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 148,702 shares
    Change vs previous 13F +22,019 shares

    0.41% of the 13F portfolio, value $18,298,852.

    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 126,683 shares
    Change vs previous 13F +4,281 shares

    0.38% of the 13F portfolio, value $16,564,591.

    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 122,402 shares
    Change vs previous 13F +78,284 shares

    0.34% of the 13F portfolio, value $13,952,928.

    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 44,118 shares
    Change vs previous 13F -6,292 shares

    0.1% of the 13F portfolio, value $4,173,482.

    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 50,410 shares
    Change vs previous 13F +8,349 shares

    0.1% of the 13F portfolio, value $4,587,000.

    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 42,061 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $4,061,000.

    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).