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Connectus Wealth, LLC: MA position timeline

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

Connectus Wealth, LLC held 307,142 MA 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 307,142 shares
    Change vs previous 13F -58,732 shares

    3.03% of the 13F portfolio, value $110,856,626.

    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 365,874 shares
    Change vs previous 13F +58,935 shares

    2.52% of the 13F portfolio, value $123,217,692.

    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 306,939 shares
    Change vs previous 13F -23,404 shares

    2.64% of the 13F portfolio, value $118,582,895.

    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 330,343 shares
    Change vs previous 13F -11,449 shares

    2.92% of the 13F portfolio, value $126,934,533.

    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 341,792 shares
    Change vs previous 13F +70,720 shares

    2.98% of the 13F portfolio, value $121,259,774.

    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 271,072 shares
    Change vs previous 13F -7,652 shares

    2.84% of the 13F portfolio, value $120,233,179.

    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 278,724 shares
    Change vs previous 13F -77,744 shares

    2.1% of the 13F portfolio, value $100,641,000.

    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 356,468 shares
    Change vs previous 13F not available

    2.57% of the 13F portfolio, value $112,460,000.

    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).