Skip to content
Disclosery

Connectus Wealth, LLC: IBB position timeline

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

Connectus Wealth, LLC held 25,889 IBB 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 25,889 shares
    Change vs previous 13F +105 shares

    0.1% of the 13F portfolio, value $3,552,489.

    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 25,784 shares
    Change vs previous 13F -4,158 shares

    0.07% of the 13F portfolio, value $3,502,756.

    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 29,942 shares
    Change vs previous 13F +1,561 shares

    0.08% of the 13F portfolio, value $3,661,636.

    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 28,381 shares
    Change vs previous 13F +751 shares

    0.08% of the 13F portfolio, value $3,603,252.

    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 27,630 shares
    Change vs previous 13F -370 shares

    0.09% of the 13F portfolio, value $3,568,691.

    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 28,000 shares
    Change vs previous 13F -1,415 shares

    0.09% of the 13F portfolio, value $3,676,000.

    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 29,415 shares
    Change vs previous 13F +1,856 shares

    0.07% of the 13F portfolio, value $3,440,000.

    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 27,559 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $3,242,000.

    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).