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Connectus Wealth, LLC: INTU position timeline

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

Connectus Wealth, LLC held 45,132 INTU 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 45,132 shares
    Change vs previous 13F -41,984 shares

    0.8% of the 13F portfolio, value $29,335,800.

    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 87,116 shares
    Change vs previous 13F -2,976 shares

    1.12% of the 13F portfolio, value $54,677,748.

    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 90,092 shares
    Change vs previous 13F +1,582 shares

    1.03% of the 13F portfolio, value $46,220,625.

    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 88,510 shares
    Change vs previous 13F -2,400 shares

    0.94% of the 13F portfolio, value $40,720,383.

    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 90,910 shares
    Change vs previous 13F +1,148 shares

    1% of the 13F portfolio, value $40,688,978.

    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 89,762 shares
    Change vs previous 13F +14,094 shares

    0.83% of the 13F portfolio, value $35,070,463.

    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 75,668 shares
    Change vs previous 13F +250 shares

    0.61% of the 13F portfolio, value $29,440,000.

    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 75,418 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $29,203,000.

    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).