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Connectus Wealth, LLC: SPY position timeline

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

Connectus Wealth, LLC held 108,346 SPY 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 108,346 shares
    Change vs previous 13F -378,507 shares

    1.56% of the 13F portfolio, value $56,841,785.

    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 486,853 shares
    Change vs previous 13F +93,511 shares

    4.74% of the 13F portfolio, value $231,646,870.

    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 393,342 shares
    Change vs previous 13F +144,316 shares

    3.74% of the 13F portfolio, value $168,161,271.

    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 249,026 shares
    Change vs previous 13F +43,764 shares

    2.54% of the 13F portfolio, value $110,400,039.

    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 205,262 shares
    Change vs previous 13F +30,157 shares

    2.07% of the 13F portfolio, value $84,042,845.

    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 175,105 shares
    Change vs previous 13F +30,822 shares

    1.58% of the 13F portfolio, value $66,970,886.

    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 144,283 shares
    Change vs previous 13F +26,403 shares

    1.07% of the 13F portfolio, value $51,541,000.

    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 117,880 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $44,474,000.

    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).