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Connectus Wealth, LLC: STWD position timeline

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

Connectus Wealth, LLC held 522,279 STWD 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 522,279 shares
    Change vs previous 13F -9,811 shares

    0.29% of the 13F portfolio, value $10,617,932.

    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 532,090 shares
    Change vs previous 13F -15,106 shares

    0.23% of the 13F portfolio, value $11,184,553.

    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 547,196 shares
    Change vs previous 13F -5,036 shares

    0.24% of the 13F portfolio, value $10,588,243.

    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 552,232 shares
    Change vs previous 13F -32,260 shares

    0.25% of the 13F portfolio, value $10,713,301.

    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 584,492 shares
    Change vs previous 13F -9,207 shares

    0.25% of the 13F portfolio, value $10,339,663.

    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 593,699 shares
    Change vs previous 13F +29,953 shares

    0.26% of the 13F portfolio, value $10,883,000.

    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).

  7. period ended2022-09-30
    13F 563,746 shares
    Change vs previous 13F -178,116 shares

    0.21% of the 13F portfolio, value $10,271,000.

    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 741,862 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $15,497,000.

    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).