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Connectus Wealth, LLC: V position timeline

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

Connectus Wealth, LLC held 77,733 V 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 77,733 shares
    Change vs previous 13F -16,497 shares

    0.06% of the 13F portfolio, value $2,142,022.

    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 94,230 shares
    Change vs previous 13F +58,333 shares

    0.13% of the 13F portfolio, value $6,153,879.

    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 35,897 shares
    Change vs previous 13F +2,816 shares

    0.15% of the 13F portfolio, value $6,632,854.

    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 33,081 shares
    Change vs previous 13F -773 shares

    0.14% of the 13F portfolio, value $6,125,362.

    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 33,854 shares
    Change vs previous 13F +2,994 shares

    0.15% of the 13F portfolio, value $5,981,908.

    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 30,860 shares
    Change vs previous 13F +1,136 shares

    0.49% of the 13F portfolio, value $20,636,398.

    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 29,724 shares
    Change vs previous 13F -99,263 shares

    0.41% of the 13F portfolio, value $19,633,000.

    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 128,987 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $25,398,000.

    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).