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Connectus Wealth, LLC: NOW position timeline

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

Connectus Wealth, LLC held 45,074 NOW 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 45,074 shares
    Change vs previous 13F +2,612 shares

    0.94% of the 13F portfolio, value $34,364,723.

    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 42,462 shares
    Change vs previous 13F -24 shares

    0.61% of the 13F portfolio, value $29,999,397.

    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 42,486 shares
    Change vs previous 13F -501 shares

    0.53% of the 13F portfolio, value $23,748,004.

    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 42,987 shares
    Change vs previous 13F +3,004 shares

    0.56% of the 13F portfolio, value $24,157,509.

    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 39,983 shares
    Change vs previous 13F +282 shares

    0.46% of the 13F portfolio, value $18,581,291.

    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 39,701 shares
    Change vs previous 13F -2,965 shares

    0.36% of the 13F portfolio, value $15,414,462.

    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 42,666 shares
    Change vs previous 13F +1,812 shares

    0.34% of the 13F portfolio, value $16,111,000.

    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 40,854 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $19,427,000.

    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).