Skip to content
Disclosery

Connectus Wealth, LLC: XLU position timeline

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

Connectus Wealth, LLC held 47,201 XLU 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 47,201 shares
    Change vs previous 13F -10,675 shares

    0.08% of the 13F portfolio, value $3,098,776.

    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 57,876 shares
    Change vs previous 13F +4,239 shares

    0.08% of the 13F portfolio, value $3,665,503.

    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 53,637 shares
    Change vs previous 13F +53,637 shares

    0.07% of the 13F portfolio, value $3,160,834.

    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 ended2023-03-31
    13F 0 shares
    Change vs previous 13F -14,946 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  5. period ended2022-12-31
    13F 14,946 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,053,930.

    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).