Skip to content
Disclosery

Connectus Wealth, LLC: ROP position timeline

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

Connectus Wealth, LLC held 88,921 ROP 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 88,921 shares
    Change vs previous 13F -558 shares

    0.7% of the 13F portfolio, value $25,712,898.

    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 89,479 shares
    Change vs previous 13F +43,394 shares

    0.51% of the 13F portfolio, value $25,041,614.

    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 46,085 shares
    Change vs previous 13F -393 shares

    0.5% of the 13F portfolio, value $22,318,044.

    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 46,478 shares
    Change vs previous 13F -5,029 shares

    0.51% of the 13F portfolio, value $22,346,623.

    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 51,507 shares
    Change vs previous 13F +277 shares

    0.51% of the 13F portfolio, value $20,612,751.

    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 51,230 shares
    Change vs previous 13F -176 shares

    0.97% of the 13F portfolio, value $40,870,000.

    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 51,406 shares
    Change vs previous 13F -44,040 shares

    0.71% of the 13F portfolio, value $34,220,000.

    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 95,446 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $37,667,000.

    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).