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Disclosery

Connectus Wealth, LLC: OC position timeline

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

Connectus Wealth, LLC held 0 OC shares at 2023-03-31 per its 13F-HR filed 2023-05-11.

the latest 13F is the newest step

  1. period ended2023-03-31
    13F 0 shares
    Change vs previous 13F -17,207 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2022-12-31
    13F 17,207 shares
    Change vs previous 13F +1,267 shares

    0.03% of the 13F portfolio, value $1,472,467.

    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).

  3. period ended2022-09-30
    13F 15,940 shares
    Change vs previous 13F -2,650 shares

    0.03% of the 13F portfolio, value $1,256,000.

    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).

  4. period ended2022-06-30
    13F 18,590 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,384,000.

    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).