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Connectus Wealth, LLC: SPHQ position timeline

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

Connectus Wealth, LLC held 57,098 SPHQ 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 57,098 shares
    Change vs previous 13F -1,210,362 shares

    0.09% of the 13F portfolio, value $3,449,867.

    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 1,267,460 shares
    Change vs previous 13F +101,044 shares

    1.4% of the 13F portfolio, value $68,574,361.

    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 1,166,416 shares
    Change vs previous 13F +582,637 shares

    1.3% of the 13F portfolio, value $58,393,586.

    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 583,779 shares
    Change vs previous 13F +544,547 shares

    0.68% of the 13F portfolio, value $29,469,440.

    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 39,232 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,856,458.

    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).