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Connectus Wealth, LLC: META position timeline

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

Connectus Wealth, LLC held 213,871 META 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 213,871 shares
    Change vs previous 13F -25,186 shares

    1.29% of the 13F portfolio, value $47,037,732.

    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 239,057 shares
    Change vs previous 13F +115,385 shares

    0.84% of the 13F portfolio, value $41,079,197.

    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 123,672 shares
    Change vs previous 13F -37,876 shares

    0.74% of the 13F portfolio, value $33,444,622.

    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 161,548 shares
    Change vs previous 13F -2,504 shares

    0.98% of the 13F portfolio, value $42,634,824.

    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 164,052 shares
    Change vs previous 13F -56,540 shares

    0.78% of the 13F portfolio, value $31,789,108.

    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 220,592 shares
    Change vs previous 13F -53,130 shares

    0.95% of the 13F portfolio, value $40,139,783.

    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 273,722 shares
    Change vs previous 13F -162,448 shares

    1.26% of the 13F portfolio, value $60,457,000.

    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 436,170 shares
    Change vs previous 13F not available

    1.61% of the 13F portfolio, value $70,332,000.

    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).