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Connectus Wealth, LLC: IVE position timeline

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

Connectus Wealth, LLC held 7,875 IVE 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 7,875 shares
    Change vs previous 13F -1,014 shares

    0.04% of the 13F portfolio, value $1,471,212.

    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 8,889 shares
    Change vs previous 13F +5,915 shares

    0.03% of the 13F portfolio, value $1,545,849.

    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 2,974 shares
    Change vs previous 13F +140 shares

    0.01% of the 13F portfolio, value $457,654.

    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 2,834 shares
    Change vs previous 13F +93 shares

    0.01% of the 13F portfolio, value $456,953.

    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 2,741 shares
    Change vs previous 13F +2 shares

    0.01% of the 13F portfolio, value $416,014.

    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 2,739 shares
    Change vs previous 13F +3 shares

    0.01% of the 13F portfolio, value $397,361.

    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 2,736 shares
    Change vs previous 13F -75 shares

    0.01% of the 13F portfolio, value $352,000.

    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 2,811 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $386,000.

    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).