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Connecticut Wealth Management, LLC: ACGL position timeline

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

Connecticut Wealth Management, LLC held 53,234 ACGL shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 53,234 shares
    Change vs previous 13F -3,613 shares

    0.18% of the 13F portfolio, value $4,916,692.

    13F-HR 0001689829-26-000004 filed by Connecticut Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 56,847 shares
    Change vs previous 13F -519 shares

    0.2% of the 13F portfolio, value $5,517,570.

    13F-HR 0001689829-26-000003 filed by Connecticut Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 57,366 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $5,506,562.

    13F-HR 0001214659-26-005373 filed by Connecticut Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 57,366 shares
    Change vs previous 13F -297 shares

    0.24% of the 13F portfolio, value $5,502,547.

    13F-HR 0001214659-26-001526 filed by Connecticut Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 57,663 shares
    Change vs previous 13F -2,918 shares

    0.23% of the 13F portfolio, value $5,231,764.

    13F-HR 0001214659-25-016356 filed by Connecticut Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 60,581 shares
    Change vs previous 13F -3,597 shares

    0.26% of the 13F portfolio, value $5,515,900.

    13F-HR 0001214659-25-012283 filed by Connecticut Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 64,178 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $6,172,640.

    13F-HR 0001689829-25-000002 filed by Connecticut Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).