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Connectus Wealth, LLC: IJH position timeline

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

Connectus Wealth, LLC held 29,871 IJH 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 29,871 shares
    Change vs previous 13F -56,785 shares

    0.05% of the 13F portfolio, value $1,814,370.

    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 86,656 shares
    Change vs previous 13F -5,985 shares

    0.49% of the 13F portfolio, value $24,123,189.

    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 92,641 shares
    Change vs previous 13F -11,811 shares

    0.52% of the 13F portfolio, value $23,198,156.

    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 104,452 shares
    Change vs previous 13F -44,504 shares

    0.63% of the 13F portfolio, value $27,419,073.

    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 148,956 shares
    Change vs previous 13F -12,144 shares

    0.92% of the 13F portfolio, value $37,370,515.

    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 161,100 shares
    Change vs previous 13F -6,341 shares

    0.92% of the 13F portfolio, value $39,073,221.

    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 167,441 shares
    Change vs previous 13F -13,972 shares

    0.77% of the 13F portfolio, value $36,805,000.

    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 181,413 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $41,135,000.

    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).