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Connectus Wealth, LLC: MPC position timeline

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

Connectus Wealth, LLC held 15,683 MPC 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 15,683 shares
    Change vs previous 13F -63,966 shares

    0.09% of the 13F portfolio, value $3,160,140.

    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 79,649 shares
    Change vs previous 13F -8,287 shares

    0.24% of the 13F portfolio, value $11,836,714.

    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 87,936 shares
    Change vs previous 13F -12,437 shares

    0.3% of the 13F portfolio, value $13,327,536.

    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 100,373 shares
    Change vs previous 13F -117,077 shares

    0.27% of the 13F portfolio, value $11,722,834.

    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 217,450 shares
    Change vs previous 13F +10,869 shares

    0.72% of the 13F portfolio, value $29,346,044.

    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 206,581 shares
    Change vs previous 13F +95,950 shares

    0.57% of the 13F portfolio, value $24,056,408.

    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 110,631 shares
    Change vs previous 13F +25,355 shares

    0.23% of the 13F portfolio, value $10,989,000.

    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 85,276 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $7,011,000.

    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).