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Connectus Wealth, LLC: ITOT position timeline

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

Connectus Wealth, LLC held 3,545 ITOT 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 3,545 shares
    Change vs previous 13F -31,794 shares

    0.01% of the 13F portfolio, value $408,738.

    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 35,339 shares
    Change vs previous 13F -1,999 shares

    0.08% of the 13F portfolio, value $3,719,357.

    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 37,338 shares
    Change vs previous 13F +2,514 shares

    0.08% of the 13F portfolio, value $3,517,586.

    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 34,824 shares
    Change vs previous 13F +10 shares

    0.08% of the 13F portfolio, value $3,407,932.

    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 34,814 shares
    Change vs previous 13F +21,365 shares

    0.08% of the 13F portfolio, value $3,153,117.

    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 13,449 shares
    Change vs previous 13F +3,621 shares

    0.03% of the 13F portfolio, value $1,140,623.

    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 9,828 shares
    Change vs previous 13F +375 shares

    0.02% of the 13F portfolio, value $782,000.

    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 9,453 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $792,000.

    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).