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Disclosery

Connectus Wealth, LLC: ITA position timeline

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

Connectus Wealth, LLC held 8,094 ITA 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 8,094 shares
    Change vs previous 13F +3,022 shares

    0.03% of the 13F portfolio, value $1,067,904.

    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 5,072 shares
    Change vs previous 13F -12 shares

    0.01% of the 13F portfolio, value $642,076.

    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 5,084 shares
    Change vs previous 13F -7,439 shares

    0.01% of the 13F portfolio, value $538,738.

    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 12,523 shares
    Change vs previous 13F +10,303 shares

    0.03% of the 13F portfolio, value $1,461,066.

    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 2,220 shares
    Change vs previous 13F -7,412 shares

    0.01% of the 13F portfolio, value $255,478.

    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 9,632 shares
    Change vs previous 13F +1,562 shares

    0.03% of the 13F portfolio, value $1,077,955.

    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 8,070 shares
    Change vs previous 13F +163 shares

    0.02% of the 13F portfolio, value $736,000.

    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 7,907 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $784,000.

    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).