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Connectus Wealth, LLC: IWM position timeline

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

Connectus Wealth, LLC held 9,444 IWM 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 9,444 shares
    Change vs previous 13F -2,972 shares

    0.05% of the 13F portfolio, value $1,986,073.

    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 12,416 shares
    Change vs previous 13F +5,574 shares

    0.05% of the 13F portfolio, value $2,492,318.

    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 6,842 shares
    Change vs previous 13F -1,091 shares

    0.03% of the 13F portfolio, value $1,209,255.

    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 7,933 shares
    Change vs previous 13F -8,185 shares

    0.03% of the 13F portfolio, value $1,485,613.

    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 16,118 shares
    Change vs previous 13F +20 shares

    0.07% of the 13F portfolio, value $2,875,691.

    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 16,098 shares
    Change vs previous 13F -13,843 shares

    0.07% of the 13F portfolio, value $2,806,668.

    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 29,941 shares
    Change vs previous 13F -1,559 shares

    0.1% of the 13F portfolio, value $4,939,000.

    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 31,500 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $5,335,000.

    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).