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Connectus Wealth, LLC: SPGI position timeline

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

Connectus Wealth, LLC held 87,311 SPGI 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 87,311 shares
    Change vs previous 13F -6,927 shares

    13F-HR 0001765380-24-000228 filed by Connectus Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Percent of portfolio not computed: a value is missing or excluded from ratios (H1, H10).

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2023-12-31
    13F 94,238 shares
    Change vs previous 13F +77,548 shares

    0.07% of the 13F portfolio, value $3,487,655.

    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 16,690 shares
    Change vs previous 13F -279 shares

    0.07% of the 13F portfolio, value $3,018,070.

    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 16,969 shares
    Change vs previous 13F -448 shares

    0.08% of the 13F portfolio, value $3,314,324.

    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 17,417 shares
    Change vs previous 13F +3,991 shares

    0.07% of the 13F portfolio, value $2,847,973.

    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 13,426 shares
    Change vs previous 13F -1,062 shares

    0.77% of the 13F portfolio, value $32,660,993.

    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 14,488 shares
    Change vs previous 13F -84,659 shares

    0.63% of the 13F portfolio, value $30,174,000.

    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 99,147 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $33,420,000.

    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).