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Connectus Wealth, LLC: SPSB position timeline

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

Connectus Wealth, LLC held 109,235 SPSB 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 109,235 shares
    Change vs previous 13F +10,210 shares

    0.09% of the 13F portfolio, value $3,251,926.

    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 99,025 shares
    Change vs previous 13F -473,323 shares

    0.06% of the 13F portfolio, value $2,948,964.

    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 572,348 shares
    Change vs previous 13F +198,870 shares

    0.37% of the 13F portfolio, value $16,786,385.

    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 373,478 shares
    Change vs previous 13F +52,283 shares

    0.25% of the 13F portfolio, value $10,995,192.

    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 321,195 shares
    Change vs previous 13F -11,680 shares

    0.23% of the 13F portfolio, value $9,517,008.

    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 332,875 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $9,780,000.

    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).