Skip to content
Disclosery

Connectus Wealth, LLC: SHY position timeline

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

Connectus Wealth, LLC held 84,108 SHY 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 84,108 shares
    Change vs previous 13F -469,305 shares

    0.19% of the 13F portfolio, value $6,878,376.

    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 553,413 shares
    Change vs previous 13F -29,429 shares

    0.93% of the 13F portfolio, value $45,453,841.

    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 582,842 shares
    Change vs previous 13F -13,877 shares

    1.05% of the 13F portfolio, value $47,246,089.

    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 596,719 shares
    Change vs previous 13F +152,105 shares

    1.11% of the 13F portfolio, value $48,435,399.

    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 444,614 shares
    Change vs previous 13F +73,654 shares

    0.9% of the 13F portfolio, value $36,580,180.

    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 370,960 shares
    Change vs previous 13F +22,899 shares

    0.71% of the 13F portfolio, value $30,158,525.

    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 348,061 shares
    Change vs previous 13F +323,001 shares

    0.59% of the 13F portfolio, value $28,285,000.

    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 25,060 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,076,000.

    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).