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Connectus Wealth, LLC: MDY position timeline

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

Connectus Wealth, LLC held 1,866 MDY 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 1,866 shares
    Change vs previous 13F -1,564 shares

    0.03% of the 13F portfolio, value $1,039,217.

    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 3,430 shares
    Change vs previous 13F -4 shares

    0.04% of the 13F portfolio, value $1,742,323.

    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 3,434 shares
    Change vs previous 13F +741 shares

    0.03% of the 13F portfolio, value $1,568,062.

    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 2,693 shares
    Change vs previous 13F -16 shares

    0.03% of the 13F portfolio, value $1,289,705.

    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 2,709 shares
    Change vs previous 13F -5 shares

    0.03% of the 13F portfolio, value $1,241,832.

    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 2,714 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $1,201,410.

    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 2,714 shares
    Change vs previous 13F +700 shares

    0.02% of the 13F portfolio, value $1,090,000.

    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 2,014 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $833,000.

    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).