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Disclosery

Connectus Wealth, LLC: SHW position timeline

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

Connectus Wealth, LLC held 600 SHW 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 600 shares
    Change vs previous 13F -39,424 shares

    0.01% of the 13F portfolio, value $208,398.

    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 40,024 shares
    Change vs previous 13F +27,661 shares

    0.26% of the 13F portfolio, value $12,492,286.

    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 12,363 shares
    Change vs previous 13F +6 shares

    0.07% of the 13F portfolio, value $3,154,841.

    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 12,357 shares
    Change vs previous 13F +6 shares

    0.08% of the 13F portfolio, value $3,282,670.

    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 12,351 shares
    Change vs previous 13F -96 shares

    0.07% of the 13F portfolio, value $2,777,691.

    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 12,447 shares
    Change vs previous 13F -252 shares

    0.07% of the 13F portfolio, value $2,955,345.

    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 12,699 shares
    Change vs previous 13F -66 shares

    0.05% of the 13F portfolio, value $2,601,000.

    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 12,765 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,859,000.

    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).