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Disclosery

Connectus Wealth, LLC: TW position timeline

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

Connectus Wealth, LLC held 552,890 TW 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 552,890 shares
    Change vs previous 13F -2,328 shares

    1.58% of the 13F portfolio, value $57,594,520.

    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 555,218 shares
    Change vs previous 13F -4,619 shares

    1.03% of the 13F portfolio, value $50,458,185.

    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 559,837 shares
    Change vs previous 13F -2,130 shares

    1% of the 13F portfolio, value $44,898,903.

    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 561,967 shares
    Change vs previous 13F +43,669 shares

    0.89% of the 13F portfolio, value $38,483,480.

    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 518,298 shares
    Change vs previous 13F +115,582 shares

    1.01% of the 13F portfolio, value $40,955,908.

    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 402,716 shares
    Change vs previous 13F +86,258 shares

    0.62% of the 13F portfolio, value $26,148,000.

    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 316,458 shares
    Change vs previous 13F -3,064 shares

    0.37% of the 13F portfolio, value $17,854,000.

    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 319,522 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $21,807,000.

    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).