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Connectus Wealth, LLC: MSCI position timeline

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

Connectus Wealth, LLC held 15,705 MSCI 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 15,705 shares
    Change vs previous 13F +1,839 shares

    0.24% of the 13F portfolio, value $8,801,866.

    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 13,866 shares
    Change vs previous 13F -43 shares

    0.16% of the 13F portfolio, value $7,843,303.

    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 13,909 shares
    Change vs previous 13F -1,904 shares

    0.16% of the 13F portfolio, value $7,136,430.

    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 15,813 shares
    Change vs previous 13F +1,843 shares

    0.17% of the 13F portfolio, value $7,420,883.

    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 13,970 shares
    Change vs previous 13F +131 shares

    0.19% of the 13F portfolio, value $7,818,869.

    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 13,839 shares
    Change vs previous 13F -1,785 shares

    0.15% of the 13F portfolio, value $6,437,000.

    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 15,624 shares
    Change vs previous 13F -142 shares

    0.14% of the 13F portfolio, value $6,590,000.

    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 15,766 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $6,498,000.

    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).