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Connectus Wealth, LLC: VTV position timeline

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

Connectus Wealth, LLC held 135,113 VTV 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 135,113 shares
    Change vs previous 13F -7,663 shares

    0.6% of the 13F portfolio, value $22,004,495.

    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 142,776 shares
    Change vs previous 13F -12,884 shares

    0.44% of the 13F portfolio, value $21,344,955.

    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 155,660 shares
    Change vs previous 13F +153,723 shares

    0.48% of the 13F portfolio, value $21,470,414.

    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 1,937 shares
    Change vs previous 13F -1,030 shares

    0.01% of the 13F portfolio, value $275,456.

    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 2,967 shares
    Change vs previous 13F +430 shares

    0.01% of the 13F portfolio, value $410,037.

    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 2,537 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $356,243.

    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).