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Connectus Wealth, LLC: IXUS position timeline

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

Connectus Wealth, LLC held 98,302 IXUS 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 98,302 shares
    Change vs previous 13F +1,749 shares

    0.18% of the 13F portfolio, value $6,670,773.

    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 96,553 shares
    Change vs previous 13F -123,715 shares

    0.13% of the 13F portfolio, value $6,269,186.

    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 220,268 shares
    Change vs previous 13F -4,728 shares

    0.29% of the 13F portfolio, value $13,213,877.

    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 224,996 shares
    Change vs previous 13F +8,904 shares

    0.32% of the 13F portfolio, value $14,089,249.

    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 216,092 shares
    Change vs previous 13F +14,495 shares

    0.33% of the 13F portfolio, value $13,386,899.

    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 201,597 shares
    Change vs previous 13F +3,330 shares

    0.28% of the 13F portfolio, value $11,668,000.

    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 198,267 shares
    Change vs previous 13F -184,932 shares

    0.21% of the 13F portfolio, value $10,096,000.

    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 383,199 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $21,854,000.

    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).