Skip to content
Disclosery

Connecticut Wealth Management, LLC: AGG position timeline

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

Connecticut Wealth Management, LLC held 8,690 AGG 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 8,690 shares
    Change vs previous 13F -1,150 shares

    0.03% of the 13F portfolio, value $821,553.

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

  2. period ended2026-06-30
    13F 9,840 shares
    Change vs previous 13F -179 shares

    0.04% of the 13F portfolio, value $973,963.

    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 10,019 shares
    Change vs previous 13F -968 shares

    0.04% of the 13F portfolio, value $994,586.

    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 10,987 shares
    Change vs previous 13F +2 shares

    0.05% of the 13F portfolio, value $1,097,382.

    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 10,985 shares
    Change vs previous 13F -4,489 shares

    0.05% of the 13F portfolio, value $1,101,228.

    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 15,474 shares
    Change vs previous 13F -5,161 shares

    0.07% of the 13F portfolio, value $1,534,988.

    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 20,635 shares
    Change vs previous 13F -6,665 shares

    0.11% of the 13F portfolio, value $2,041,233.

    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 27,300 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $2,645,417.

    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).