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Disclosery

Connectus Wealth, LLC: NTRS position timeline

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

Connectus Wealth, LLC held 12,815 NTRS 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 12,815 shares
    Change vs previous 13F -1,780 shares

    0.03% of the 13F portfolio, value $1,139,510.

    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 14,595 shares
    Change vs previous 13F -225 shares

    0.03% of the 13F portfolio, value $1,231,732.

    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 14,820 shares
    Change vs previous 13F -2,586 shares

    0.02% of the 13F portfolio, value $1,029,928.

    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 17,406 shares
    Change vs previous 13F +2,475 shares

    0.03% of the 13F portfolio, value $1,290,583.

    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 14,931 shares
    Change vs previous 13F +54 shares

    0.03% of the 13F portfolio, value $1,315,988.

    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 14,877 shares
    Change vs previous 13F -2,759 shares

    0.03% of the 13F portfolio, value $1,316,886.

    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 17,636 shares
    Change vs previous 13F -260 shares

    0.03% of the 13F portfolio, value $1,508,000.

    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 17,896 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,726,000.

    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).