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Connectus Wealth, LLC: PNC position timeline

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

Connectus Wealth, LLC held 54,081 PNC 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 54,081 shares
    Change vs previous 13F -557 shares

    0.24% of the 13F portfolio, value $8,739,490.

    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 54,638 shares
    Change vs previous 13F -4,935 shares

    0.17% of the 13F portfolio, value $8,460,694.

    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 59,573 shares
    Change vs previous 13F -3,824 shares

    0.16% of the 13F portfolio, value $7,313,777.

    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 63,397 shares
    Change vs previous 13F -2,000 shares

    0.18% of the 13F portfolio, value $7,984,852.

    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 65,397 shares
    Change vs previous 13F -15,201 shares

    0.2% of the 13F portfolio, value $8,311,959.

    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 80,598 shares
    Change vs previous 13F -1,105 shares

    0.3% of the 13F portfolio, value $12,730,000.

    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 81,703 shares
    Change vs previous 13F -279 shares

    0.25% of the 13F portfolio, value $12,208,000.

    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 81,982 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $12,934,000.

    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).