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Connectus Wealth, LLC: TMO position timeline

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

Connectus Wealth, LLC held 176,691 TMO 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 176,691 shares
    Change vs previous 13F -2,346 shares

    2.81% of the 13F portfolio, value $102,694,576.

    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 179,037 shares
    Change vs previous 13F -1,414 shares

    1.95% of the 13F portfolio, value $95,032,124.

    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 180,451 shares
    Change vs previous 13F -7,778 shares

    2.03% of the 13F portfolio, value $91,339,743.

    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 188,229 shares
    Change vs previous 13F +5,227 shares

    2.26% of the 13F portfolio, value $98,208,938.

    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 183,002 shares
    Change vs previous 13F -9,972 shares

    2.6% of the 13F portfolio, value $105,477,347.

    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 192,974 shares
    Change vs previous 13F -8,467 shares

    2.51% of the 13F portfolio, value $106,268,777.

    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 201,441 shares
    Change vs previous 13F -6,185 shares

    2.13% of the 13F portfolio, value $102,169,000.

    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 207,626 shares
    Change vs previous 13F not available

    2.58% of the 13F portfolio, value $112,800,000.

    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).