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Connectus Wealth, LLC: PM position timeline

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

Connectus Wealth, LLC held 36,821 PM 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 36,821 shares
    Change vs previous 13F -8,524 shares

    0.09% of the 13F portfolio, value $3,404,707.

    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 45,345 shares
    Change vs previous 13F -4,275 shares

    0.09% of the 13F portfolio, value $4,300,520.

    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 49,620 shares
    Change vs previous 13F +21,283 shares

    0.1% of the 13F portfolio, value $4,594,626.

    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 28,337 shares
    Change vs previous 13F -56,036 shares

    0.06% of the 13F portfolio, value $2,767,274.

    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 84,373 shares
    Change vs previous 13F -27,876 shares

    0.2% of the 13F portfolio, value $8,220,292.

    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 112,249 shares
    Change vs previous 13F -11,830 shares

    0.27% of the 13F portfolio, value $11,374,137.

    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 124,079 shares
    Change vs previous 13F +36,611 shares

    0.21% of the 13F portfolio, value $10,312,000.

    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 87,468 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $8,649,000.

    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).