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Disclosery

Connectus Wealth, LLC: SGOV position timeline

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

Connectus Wealth, LLC held 107,610 SGOV 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 107,610 shares
    Change vs previous 13F -166,772 shares

    0.3% of the 13F portfolio, value $10,837,425.

    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 274,382 shares
    Change vs previous 13F +68,270 shares

    0.56% of the 13F portfolio, value $27,512,250.

    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 206,112 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $20,749,321.

    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).