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Connectus Wealth, LLC: IVV position timeline

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

Connectus Wealth, LLC held 2,051 IVV 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 2,051 shares
    Change vs previous 13F -193,074 shares

    0.02% of the 13F portfolio, value $712,455.

    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 195,125 shares
    Change vs previous 13F -13,977 shares

    1.9% of the 13F portfolio, value $92,906,344.

    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 209,102 shares
    Change vs previous 13F +32,402 shares

    2% of the 13F portfolio, value $89,912,934.

    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 176,700 shares
    Change vs previous 13F +46,666 shares

    1.81% of the 13F portfolio, value $78,847,615.

    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 130,034 shares
    Change vs previous 13F +79 shares

    1.32% of the 13F portfolio, value $53,628,555.

    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 129,955 shares
    Change vs previous 13F -12,476 shares

    1.21% of the 13F portfolio, value $51,035,131.

    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 142,431 shares
    Change vs previous 13F -3,868 shares

    1.09% of the 13F portfolio, value $52,115,000.

    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 146,299 shares
    Change vs previous 13F not available

    1.27% of the 13F portfolio, value $55,635,000.

    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).