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Connectus Wealth, LLC: MSFT position timeline

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

Connectus Wealth, LLC held 428,145 MSFT 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 428,145 shares
    Change vs previous 13F -333,049 shares

    3.17% of the 13F portfolio, value $115,865,280.

    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 761,194 shares
    Change vs previous 13F +148,808 shares

    4.67% of the 13F portfolio, value $228,046,278.

    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 612,386 shares
    Change vs previous 13F -18,718 shares

    4.2% of the 13F portfolio, value $188,553,614.

    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 631,104 shares
    Change vs previous 13F +45,821 shares

    4.81% of the 13F portfolio, value $209,065,269.

    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 585,283 shares
    Change vs previous 13F +24,083 shares

    4.01% of the 13F portfolio, value $163,080,750.

    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 561,200 shares
    Change vs previous 13F -93,421 shares

    4.26% of the 13F portfolio, value $180,262,283.

    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 654,621 shares
    Change vs previous 13F -153,209 shares

    4.12% of the 13F portfolio, value $197,660,000.

    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 807,830 shares
    Change vs previous 13F not available

    4.74% of the 13F portfolio, value $207,531,000.

    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).