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Connecticut Wealth Management, LLC: ACN position timeline

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

Connecticut Wealth Management, LLC held 2,955 ACN 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 2,955 shares
    Change vs previous 13F -1,803 shares

    0.02% of the 13F portfolio, value $541,870.

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

  2. period ended2026-06-30
    13F 4,758 shares
    Change vs previous 13F -627 shares

    0.02% of the 13F portfolio, value $592,123.

    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 5,385 shares
    Change vs previous 13F -927 shares

    0.04% of the 13F portfolio, value $1,067,859.

    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 6,312 shares
    Change vs previous 13F -4,163 shares

    0.07% of the 13F portfolio, value $1,693,632.

    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 10,475 shares
    Change vs previous 13F +2,765 shares

    0.11% of the 13F portfolio, value $2,583,135.

    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 7,710 shares
    Change vs previous 13F -307 shares

    0.11% of the 13F portfolio, value $2,304,442.

    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 8,017 shares
    Change vs previous 13F -33 shares

    0.13% of the 13F portfolio, value $2,501,625.

    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).

  8. period ended2024-12-31
    13F 8,050 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $2,831,949.

    13F-HR 0001689829-25-000001 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).