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Connectus Wealth, LLC: IJR position timeline

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

Connectus Wealth, LLC held 19,034 IJR 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 19,034 shares
    Change vs previous 13F -117,946 shares

    0.06% of the 13F portfolio, value $2,103,627.

    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 136,980 shares
    Change vs previous 13F -35,999 shares

    0.3% of the 13F portfolio, value $14,841,985.

    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 172,979 shares
    Change vs previous 13F +72,464 shares

    0.36% of the 13F portfolio, value $16,323,467.

    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 100,515 shares
    Change vs previous 13F -122,035 shares

    0.23% of the 13F portfolio, value $10,023,685.

    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 222,550 shares
    Change vs previous 13F -37,057 shares

    0.53% of the 13F portfolio, value $21,551,238.

    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 259,607 shares
    Change vs previous 13F -12,625 shares

    0.58% of the 13F portfolio, value $24,589,411.

    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 272,232 shares
    Change vs previous 13F -45,408 shares

    0.5% of the 13F portfolio, value $23,754,000.

    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 317,640 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $29,393,000.

    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).