Skip to content

Connectus Wealth, LLC: FTV position timeline

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

Connectus Wealth, LLC held 158,115 FTV 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 158,115 shares
    Change vs previous 13F -2,315 shares

    0.37% of the 13F portfolio, value $13,601,052.

    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 160,430 shares
    Change vs previous 13F -3,689 shares

    0.24% of the 13F portfolio, value $11,812,461.

    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 164,119 shares
    Change vs previous 13F -1,100 shares

    0.27% of the 13F portfolio, value $12,171,065.

    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 165,219 shares
    Change vs previous 13F +3,465 shares

    0.28% of the 13F portfolio, value $12,353,424.

    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 161,754 shares
    Change vs previous 13F -2,284 shares

    0.27% of the 13F portfolio, value $11,026,770.

    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 164,038 shares
    Change vs previous 13F -379 shares

    0.25% of the 13F portfolio, value $10,539,000.

    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 164,417 shares
    Change vs previous 13F +5,865 shares

    0.2% of the 13F portfolio, value $9,586,000.

    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 158,552 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $8,622,000.

    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).