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Connectus Wealth, LLC: SPYM position timeline

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

Connectus Wealth, LLC held 213,697 SPYM 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 213,697 shares
    Change vs previous 13F -6,458 shares

    0.36% of the 13F portfolio, value $13,148,764.

    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 220,155 shares
    Change vs previous 13F -1,549 shares

    0.25% of the 13F portfolio, value $12,306,729.

    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 221,704 shares
    Change vs previous 13F +216,536 shares

    0.25% of the 13F portfolio, value $11,142,862.

    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 5,168 shares
    Change vs previous 13F -167 shares

    0.01% of the 13F portfolio, value $269,361.

    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 5,335 shares
    Change vs previous 13F +53 shares

    0.01% of the 13F portfolio, value $256,963.

    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 5,282 shares
    Change vs previous 13F +25 shares

    0.01% of the 13F portfolio, value $237,638.

    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 5,257 shares
    Change vs previous 13F -12 shares

    <0.01% of the 13F portfolio, value $221,000.

    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 5,269 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $234,000.

    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).