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Connectus Wealth, LLC: GLD position timeline

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

Connectus Wealth, LLC held 71,215 GLD 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 71,215 shares
    Change vs previous 13F -25,272 shares

    0.4% of the 13F portfolio, value $14,650,402.

    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 96,487 shares
    Change vs previous 13F +4,988 shares

    0.38% of the 13F portfolio, value $18,445,353.

    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 91,499 shares
    Change vs previous 13F +74,328 shares

    0.35% of the 13F portfolio, value $15,687,444.

    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 17,171 shares
    Change vs previous 13F +2,423 shares

    0.07% of the 13F portfolio, value $3,061,074.

    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 14,748 shares
    Change vs previous 13F +8,012 shares

    0.07% of the 13F portfolio, value $2,702,187.

    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 6,736 shares
    Change vs previous 13F +4,486 shares

    0.03% of the 13F portfolio, value $1,142,749.

    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 2,250 shares
    Change vs previous 13F -22,882 shares

    0.01% of the 13F portfolio, value $348,000.

    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 25,132 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $4,234,000.

    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).