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Connectus Wealth, LLC: HD position timeline

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

Connectus Wealth, LLC held 143,746 HD 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 143,746 shares
    Change vs previous 13F +7,469 shares

    1.51% of the 13F portfolio, value $55,197,437.

    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 136,277 shares
    Change vs previous 13F +2,805 shares

    0.97% of the 13F portfolio, value $47,268,559.

    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 133,472 shares
    Change vs previous 13F -15,438 shares

    0.9% of the 13F portfolio, value $40,365,287.

    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 148,910 shares
    Change vs previous 13F +6,868 shares

    1.07% of the 13F portfolio, value $46,288,037.

    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 142,042 shares
    Change vs previous 13F -130,383 shares

    1.03% of the 13F portfolio, value $41,947,435.

    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 272,425 shares
    Change vs previous 13F -20,526 shares

    2.04% of the 13F portfolio, value $86,195,881.

    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 292,951 shares
    Change vs previous 13F +13,831 shares

    1.69% of the 13F portfolio, value $80,973,000.

    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 279,120 shares
    Change vs previous 13F not available

    1.75% of the 13F portfolio, value $76,678,000.

    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).