Current Market Value 3,655,299,289
Current Holdings 386
Most Recent File Date 2024-05-14
Total Filings on Record 13
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Connectus Wealth, LLC . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2024-05-14 2024-03-31 13F-HR 386 3,655,299
2024-02-14 2023-12-31 13F-HR 502 4,882,233
2023-11-13 2023-09-30 13F-HR 481 4,491,314
2023-08-14 2023-06-30 13F-HR 446 4,344,650
2023-05-11 2023-03-31 13F-HR 432 4,064,248
2023-02-07 2022-12-31 13F-HR 417 4,231,159
2022-11-10 2022-09-30 13F-HR 496 4,797,812
2022-08-08 2022-06-30 13F-HR 419 4,379,809
2022-05-06 2022-03-31 13F-HR 359 3,327,232
2022-02-09 2021-12-31 13F-HR 331 2,583,253
2021-11-03 2021-09-30 13F-HR 32 893,905
2021-08-11 2021-06-30 13F-HR 33 890,527
2021-04-29 2021-03-31 13F-HR 33 834,433