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Connectus Wealth, LLC: MO position timeline

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

Connectus Wealth, LLC held 730,936 MO 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 730,936 shares
    Change vs previous 13F +13,353 shares

    0.87% of the 13F portfolio, value $31,968,549.

    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 717,583 shares
    Change vs previous 13F +427,746 shares

    0.59% of the 13F portfolio, value $29,014,491.

    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 289,837 shares
    Change vs previous 13F -389,239 shares

    0.27% of the 13F portfolio, value $12,196,333.

    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 679,076 shares
    Change vs previous 13F -44,234 shares

    0.71% of the 13F portfolio, value $30,793,439.

    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 723,310 shares
    Change vs previous 13F +523,062 shares

    0.79% of the 13F portfolio, value $32,280,975.

    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 200,248 shares
    Change vs previous 13F +48,521 shares

    0.22% of the 13F portfolio, value $9,156,885.

    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 151,727 shares
    Change vs previous 13F +37,858 shares

    0.13% of the 13F portfolio, value $6,130,000.

    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 113,869 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $4,756,000.

    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).