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Disclosery

Connectus Wealth, LLC: UUP position timeline

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

Connectus Wealth, LLC held 0 UUP shares at 2023-12-31 per its 13F-HR filed 2024-02-14.

the latest 13F is the newest step

  1. period ended2023-12-31
    13F 0 shares
    Change vs previous 13F -42,979 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2023-09-30
    13F 42,979 shares
    Change vs previous 13F +3,605 shares

    0.03% of the 13F portfolio, value $1,277,766.

    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).

  3. period ended2023-06-30
    13F 39,374 shares
    Change vs previous 13F -60,726 shares

    0.03% of the 13F portfolio, value $1,117,434.

    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).

  4. period ended2023-03-31
    13F 100,100 shares
    Change vs previous 13F -52,364 shares

    0.07% of the 13F portfolio, value $2,790,938.

    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).

  5. period ended2022-12-31
    13F 152,464 shares
    Change vs previous 13F +16,284 shares

    0.1% of the 13F portfolio, value $4,240,173.

    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).

  6. period ended2022-09-30
    13F 136,180 shares
    Change vs previous 13F -214 shares

    0.09% of the 13F portfolio, value $4,106,000.

    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).

  7. period ended2022-06-30
    13F 136,394 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $3,814,000.

    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).