Skip to content
Disclosery

Connectus Wealth, LLC: SCHG position timeline

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

Connectus Wealth, LLC held 67,143 SCHG 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 67,143 shares
    Change vs previous 13F +25,300 shares

    0.17% of the 13F portfolio, value $6,225,499.

    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 41,843 shares
    Change vs previous 13F -13,959 shares

    0.07% of the 13F portfolio, value $3,471,295.

    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 55,802 shares
    Change vs previous 13F +967 shares

    0.09% of the 13F portfolio, value $4,057,921.

    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 54,835 shares
    Change vs previous 13F -437 shares

    0.09% of the 13F portfolio, value $4,109,883.

    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 55,272 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $3,602,076.

    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).