Skip to content
Disclosery

Connectus Wealth, LLC: T position timeline

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

Connectus Wealth, LLC held 433,333 T 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 433,333 shares
    Change vs previous 13F +152,550 shares

    0.21% of the 13F portfolio, value $7,626,764.

    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 280,783 shares
    Change vs previous 13F -25,450 shares

    0.1% of the 13F portfolio, value $4,711,602.

    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 306,233 shares
    Change vs previous 13F +211,801 shares

    0.1% of the 13F portfolio, value $4,599,684.

    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 94,432 shares
    Change vs previous 13F +14,762 shares

    0.03% of the 13F portfolio, value $1,506,261.

    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 79,670 shares
    Change vs previous 13F -52 shares

    0.04% of the 13F portfolio, value $1,533,735.

    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 79,722 shares
    Change vs previous 13F +23,556 shares

    0.03% of the 13F portfolio, value $1,467,752.

    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 56,166 shares
    Change vs previous 13F +4,042 shares

    0.02% of the 13F portfolio, value $862,000.

    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 52,124 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,093,000.

    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).