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Disclosery

Connectus Wealth, LLC: IWR position timeline

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

Connectus Wealth, LLC held 15,168 IWR 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 15,168 shares
    Change vs previous 13F -4,346 shares

    0.03% of the 13F portfolio, value $1,275,488.

    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 19,514 shares
    Change vs previous 13F -51,565 shares

    0.03% of the 13F portfolio, value $1,516,856.

    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 71,079 shares
    Change vs previous 13F +67,481 shares

    0.11% of the 13F portfolio, value $4,922,382.

    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 3,598 shares
    Change vs previous 13F +2 shares

    0.01% of the 13F portfolio, value $262,934.

    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 3,596 shares
    Change vs previous 13F +3 shares

    0.01% of the 13F portfolio, value $251,578.

    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 3,593 shares
    Change vs previous 13F +4 shares

    0.01% of the 13F portfolio, value $242,471.

    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 3,589 shares
    Change vs previous 13F -6 shares

    <0.01% of the 13F portfolio, value $223,000.

    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 3,595 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $233,000.

    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).