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Disclosery

Connectus Wealth, LLC: IXC position timeline

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

Connectus Wealth, LLC held 543,028 IXC 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 543,028 shares
    Change vs previous 13F -61,873 shares

    0.64% of the 13F portfolio, value $23,323,052.

    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 604,901 shares
    Change vs previous 13F -628 shares

    0.48% of the 13F portfolio, value $23,657,678.

    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 605,529 shares
    Change vs previous 13F -71,214 shares

    0.56% of the 13F portfolio, value $24,984,127.

    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 676,743 shares
    Change vs previous 13F -35,540 shares

    0.58% of the 13F portfolio, value $25,188,375.

    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 712,283 shares
    Change vs previous 13F -121,645 shares

    0.66% of the 13F portfolio, value $26,895,806.

    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 833,928 shares
    Change vs previous 13F -82,900 shares

    0.77% of the 13F portfolio, value $32,515,000.

    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 916,828 shares
    Change vs previous 13F -33,404 shares

    0.64% of the 13F portfolio, value $30,557,000.

    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 950,232 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $32,194,000.

    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).