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Disclosery

Connectus Wealth, LLC: SPDW position timeline

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

Connectus Wealth, LLC held 149,425 SPDW 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 149,425 shares
    Change vs previous 13F +966 shares

    0.15% of the 13F portfolio, value $5,355,386.

    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 148,459 shares
    Change vs previous 13F +1,845 shares

    0.1% of the 13F portfolio, value $5,049,079.

    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 146,614 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $4,546,502.

    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).