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Disclosery

Connectus Wealth, LLC: IWF position timeline

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

Connectus Wealth, LLC held 5,253 IWF 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 5,253 shares
    Change vs previous 13F -3,952 shares

    0.05% of the 13F portfolio, value $1,770,432.

    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 9,205 shares
    Change vs previous 13F +374 shares

    0.06% of the 13F portfolio, value $2,790,995.

    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 8,831 shares
    Change vs previous 13F +3,320 shares

    0.05% of the 13F portfolio, value $2,349,540.

    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 5,511 shares
    Change vs previous 13F +1,438 shares

    0.03% of the 13F portfolio, value $1,517,048.

    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 4,073 shares
    Change vs previous 13F -146 shares

    0.02% of the 13F portfolio, value $995,464.

    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 4,219 shares
    Change vs previous 13F -385 shares

    0.02% of the 13F portfolio, value $904,421.

    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 4,604 shares
    Change vs previous 13F +1 shares

    0.02% of the 13F portfolio, value $969,000.

    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 4,603 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,007,000.

    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).