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Connectus Wealth, LLC: WMT position timeline

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

Connectus Wealth, LLC held 6,018 WMT 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 6,018 shares
    Change vs previous 13F -11,216 shares

    0.01% of the 13F portfolio, value $362,103.

    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 17,234 shares
    Change vs previous 13F -628 shares

    0.06% of the 13F portfolio, value $2,722,319.

    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 17,862 shares
    Change vs previous 13F +572 shares

    0.06% of the 13F portfolio, value $2,862,397.

    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 17,290 shares
    Change vs previous 13F +10,875 shares

    0.06% of the 13F portfolio, value $2,721,084.

    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 6,415 shares
    Change vs previous 13F +313 shares

    0.02% of the 13F portfolio, value $947,115.

    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 6,102 shares
    Change vs previous 13F -351 shares

    0.02% of the 13F portfolio, value $866,179.

    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 6,453 shares
    Change vs previous 13F -216 shares

    0.02% of the 13F portfolio, value $838,000.

    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 6,669 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $812,000.

    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).