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Connectus Wealth, LLC: PPA position timeline

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

Connectus Wealth, LLC held 101,439 PPA 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 101,439 shares
    Change vs previous 13F +6,605 shares

    0.28% of the 13F portfolio, value $10,303,160.

    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 94,834 shares
    Change vs previous 13F +145 shares

    0.18% of the 13F portfolio, value $8,739,901.

    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 94,689 shares
    Change vs previous 13F -6,076 shares

    0.17% of the 13F portfolio, value $7,556,182.

    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 100,765 shares
    Change vs previous 13F +5,747 shares

    0.2% of the 13F portfolio, value $8,511,620.

    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 95,018 shares
    Change vs previous 13F -59,995 shares

    0.19% of the 13F portfolio, value $7,653,700.

    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 155,013 shares
    Change vs previous 13F -9,243 shares

    0.29% of the 13F portfolio, value $12,153,000.

    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 164,256 shares
    Change vs previous 13F -634 shares

    0.22% of the 13F portfolio, value $10,598,000.

    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 164,890 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $11,557,000.

    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).