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Connectus Wealth, LLC: LMBS position timeline

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

Connectus Wealth, LLC held 6,475 LMBS 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 6,475 shares
    Change vs previous 13F -2,301 shares

    0.01% of the 13F portfolio, value $312,419.

    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 8,776 shares
    Change vs previous 13F -122,320 shares

    0.01% of the 13F portfolio, value $424,056.

    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 131,096 shares
    Change vs previous 13F +32,905 shares

    0.14% of the 13F portfolio, value $6,192,975.

    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 98,191 shares
    Change vs previous 13F -30,440 shares

    0.11% of the 13F portfolio, value $4,680,765.

    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 128,631 shares
    Change vs previous 13F +118,205 shares

    0.15% of the 13F portfolio, value $6,157,566.

    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 10,426 shares
    Change vs previous 13F -2,550 shares

    0.01% of the 13F portfolio, value $494,000.

    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 12,976 shares
    Change vs previous 13F -1,324 shares

    0.01% of the 13F portfolio, value $614,000.

    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 14,300 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $691,000.

    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).