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Connectus Wealth, LLC: IOO position timeline

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

Connectus Wealth, LLC held 231,357 IOO 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 231,357 shares
    Change vs previous 13F +20,159 shares

    0.57% of the 13F portfolio, value $20,685,630.

    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 211,198 shares
    Change vs previous 13F +199,297 shares

    0.35% of the 13F portfolio, value $17,005,663.

    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 11,901 shares
    Change vs previous 13F -618 shares

    0.02% of the 13F portfolio, value $871,629.

    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 12,519 shares
    Change vs previous 13F -141 shares

    0.02% of the 13F portfolio, value $952,195.

    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 12,660 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $886,960.

    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).