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Disclosery

Connectus Wealth, LLC: STZ position timeline

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

Connectus Wealth, LLC held 105,944 STZ 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 105,944 shares
    Change vs previous 13F -743 shares

    0.79% of the 13F portfolio, value $28,791,341.

    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 106,687 shares
    Change vs previous 13F -457 shares

    0.53% of the 13F portfolio, value $25,791,582.

    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 107,144 shares
    Change vs previous 13F -2,712 shares

    0.6% of the 13F portfolio, value $26,928,502.

    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 109,856 shares
    Change vs previous 13F +43 shares

    0.62% of the 13F portfolio, value $27,038,858.

    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 109,813 shares
    Change vs previous 13F +370 shares

    0.61% of the 13F portfolio, value $24,805,659.

    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 109,443 shares
    Change vs previous 13F -160 shares

    0.6% of the 13F portfolio, value $25,363,000.

    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 109,603 shares
    Change vs previous 13F -622 shares

    0.52% of the 13F portfolio, value $25,174,000.

    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 110,225 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $25,689,000.

    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).