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Disclosery

Connectus Wealth, LLC: SCHB position timeline

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

Connectus Wealth, LLC held 21,886 SCHB 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 21,886 shares
    Change vs previous 13F +1,340 shares

    0.04% of the 13F portfolio, value $1,336,140.

    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 20,546 shares
    Change vs previous 13F -190 shares

    0.02% of the 13F portfolio, value $1,143,796.

    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 20,736 shares
    Change vs previous 13F -639 shares

    0.02% of the 13F portfolio, value $1,033,690.

    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 21,375 shares
    Change vs previous 13F -2,810 shares

    0.03% of the 13F portfolio, value $1,105,087.

    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 24,185 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $1,157,252.

    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 24,185 shares
    Change vs previous 13F +2,244 shares

    0.03% of the 13F portfolio, value $1,084,000.

    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 21,941 shares
    Change vs previous 13F +1,083 shares

    0.02% of the 13F portfolio, value $921,000.

    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 20,858 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $922,000.

    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).