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Disclosery

Connectus Wealth, LLC: XBI position timeline

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

Connectus Wealth, LLC held 5,180 XBI 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 5,180 shares
    Change vs previous 13F -150 shares

    0.01% of the 13F portfolio, value $491,530.

    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 5,330 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $475,916.

    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 5,330 shares
    Change vs previous 13F -560 shares

    0.01% of the 13F portfolio, value $389,197.

    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 5,890 shares
    Change vs previous 13F -9,535 shares

    0.01% of the 13F portfolio, value $490,048.

    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 15,425 shares
    Change vs previous 13F +10,048 shares

    0.03% of the 13F portfolio, value $1,175,539.

    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 5,377 shares
    Change vs previous 13F -500 shares

    0.01% of the 13F portfolio, value $446,000.

    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 5,877 shares
    Change vs previous 13F -805 shares

    0.01% of the 13F portfolio, value $467,000.

    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 6,682 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $496,000.

    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).