Skip to content
Disclosery

Connectus Wealth, LLC: VOO position timeline

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

Connectus Wealth, LLC held 51,447 VOO 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 51,447 shares
    Change vs previous 13F +5,098 shares

    0.68% of the 13F portfolio, value $24,730,744.

    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 46,349 shares
    Change vs previous 13F +23,002 shares

    0.41% of the 13F portfolio, value $20,245,365.

    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 23,347 shares
    Change vs previous 13F -2,624 shares

    0.2% of the 13F portfolio, value $9,168,315.

    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 25,971 shares
    Change vs previous 13F -2,159 shares

    0.24% of the 13F portfolio, value $10,578,287.

    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 28,130 shares
    Change vs previous 13F +2,586 shares

    0.26% of the 13F portfolio, value $10,580,005.

    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 25,544 shares
    Change vs previous 13F -3,677 shares

    0.21% of the 13F portfolio, value $8,974,900.

    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 29,221 shares
    Change vs previous 13F -267 shares

    0.2% of the 13F portfolio, value $9,593,000.

    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 29,488 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $10,229,000.

    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).