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Disclosery

Connectus Wealth, LLC: KO position timeline

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

Connectus Wealth, LLC held 47,665 KO 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 47,665 shares
    Change vs previous 13F +727 shares

    0.08% of the 13F portfolio, value $2,917,074.

    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 46,938 shares
    Change vs previous 13F +488 shares

    0.06% of the 13F portfolio, value $2,766,451.

    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 46,450 shares
    Change vs previous 13F -7,953 shares

    0.06% of the 13F portfolio, value $2,600,530.

    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 54,403 shares
    Change vs previous 13F -1,201 shares

    0.08% of the 13F portfolio, value $3,276,642.

    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 55,604 shares
    Change vs previous 13F -2,246 shares

    0.08% of the 13F portfolio, value $3,449,469.

    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 57,850 shares
    Change vs previous 13F -40,728 shares

    0.09% of the 13F portfolio, value $3,679,986.

    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 98,578 shares
    Change vs previous 13F +1,958 shares

    0.12% of the 13F portfolio, value $5,523,000.

    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 96,620 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $6,079,000.

    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).