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Connectus Wealth, LLC: MOAT position timeline

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

Connectus Wealth, LLC held 52,729 MOAT 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 52,729 shares
    Change vs previous 13F -2,267 shares

    0.13% of the 13F portfolio, value $4,740,337.

    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 54,996 shares
    Change vs previous 13F +300 shares

    0.1% of the 13F portfolio, value $4,667,511.

    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 54,696 shares
    Change vs previous 13F -873 shares

    0.09% of the 13F portfolio, value $4,148,145.

    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 55,569 shares
    Change vs previous 13F -2,956 shares

    0.1% of the 13F portfolio, value $4,433,850.

    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 58,525 shares
    Change vs previous 13F -499 shares

    0.11% of the 13F portfolio, value $4,320,901.

    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 59,024 shares
    Change vs previous 13F -2,011 shares

    0.09% of the 13F portfolio, value $3,831,000.

    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 61,035 shares
    Change vs previous 13F -538 shares

    0.08% of the 13F portfolio, value $3,661,000.

    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 61,573 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $3,925,000.

    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).