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Connectus Wealth, LLC: WDAY position timeline

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

Connectus Wealth, LLC held 159,246 WDAY 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 159,246 shares
    Change vs previous 13F +3,515 shares

    1.19% of the 13F portfolio, value $43,434,346.

    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 155,731 shares
    Change vs previous 13F -1,150 shares

    0.88% of the 13F portfolio, value $42,991,100.

    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 156,881 shares
    Change vs previous 13F -2,984 shares

    0.75% of the 13F portfolio, value $33,705,883.

    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 159,865 shares
    Change vs previous 13F +5,760 shares

    0.83% of the 13F portfolio, value $36,111,905.

    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 154,105 shares
    Change vs previous 13F -3,150 shares

    0.78% of the 13F portfolio, value $31,828,847.

    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 157,255 shares
    Change vs previous 13F -1,853 shares

    0.62% of the 13F portfolio, value $26,313,000.

    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 159,108 shares
    Change vs previous 13F +1,562 shares

    0.5% of the 13F portfolio, value $24,220,000.

    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 157,546 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $21,990,000.

    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).