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Disclosery

Connectus Wealth, LLC: VTEB position timeline

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

Connectus Wealth, LLC held 47,921 VTEB 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 47,921 shares
    Change vs previous 13F -5,498 shares

    0.07% of the 13F portfolio, value $2,424,786.

    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 53,419 shares
    Change vs previous 13F -19,459 shares

    0.06% of the 13F portfolio, value $2,727,028.

    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 72,878 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $3,505,453.

    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).