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Connectus Wealth, LLC: QQQ position timeline

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

Connectus Wealth, LLC held 88,677 QQQ 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 88,677 shares
    Change vs previous 13F -20,451 shares

    1.08% of the 13F portfolio, value $39,424,135.

    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 109,128 shares
    Change vs previous 13F -3,707 shares

    0.92% of the 13F portfolio, value $44,711,817.

    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 112,835 shares
    Change vs previous 13F +99,678 shares

    0.9% of the 13F portfolio, value $40,426,794.

    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 13,157 shares
    Change vs previous 13F +3,033 shares

    0.11% of the 13F portfolio, value $4,861,744.

    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 10,124 shares
    Change vs previous 13F -866 shares

    0.08% of the 13F portfolio, value $3,250,893.

    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 10,990 shares
    Change vs previous 13F +1,889 shares

    0.07% of the 13F portfolio, value $2,927,753.

    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 9,101 shares
    Change vs previous 13F +1,107 shares

    0.05% of the 13F portfolio, value $2,433,000.

    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 7,994 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,241,000.

    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).