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Connectus Wealth, LLC: SCHF position timeline

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

Connectus Wealth, LLC held 356,602 SCHF 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 356,602 shares
    Change vs previous 13F +36,223 shares

    0.38% of the 13F portfolio, value $13,914,610.

    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 320,379 shares
    Change vs previous 13F -13,712 shares

    0.24% of the 13F portfolio, value $11,841,208.

    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 334,091 shares
    Change vs previous 13F -46,234 shares

    0.25% of the 13F portfolio, value $11,345,730.

    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 380,325 shares
    Change vs previous 13F +98,182 shares

    0.31% of the 13F portfolio, value $13,558,586.

    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 282,143 shares
    Change vs previous 13F +20,462 shares

    0.24% of the 13F portfolio, value $9,818,576.

    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 261,681 shares
    Change vs previous 13F -5,948 shares

    0.2% of the 13F portfolio, value $8,429,000.

    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 267,629 shares
    Change vs previous 13F -2,155 shares

    0.16% of the 13F portfolio, value $7,528,000.

    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 269,784 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $8,485,000.

    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).