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Disclosery

Connectus Wealth, LLC: POOL position timeline

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

Connectus Wealth, LLC held 37,426 POOL 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 37,426 shares
    Change vs previous 13F +4,275 shares

    0.41% of the 13F portfolio, value $15,101,391.

    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 33,151 shares
    Change vs previous 13F +7 shares

    0.27% of the 13F portfolio, value $13,217,635.

    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 33,144 shares
    Change vs previous 13F -3,745 shares

    0.26% of the 13F portfolio, value $11,802,578.

    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 36,889 shares
    Change vs previous 13F +25,071 shares

    0.32% of the 13F portfolio, value $13,820,095.

    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 11,818 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $4,046,956.

    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).