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Connecticut Wealth Management, LLC: AIG position timeline

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

Connecticut Wealth Management, LLC held 6,350 AIG 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 6,350 shares
    Change vs previous 13F -51,850 shares

    0.02% of the 13F portfolio, value $472,567.

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

  2. period ended2026-06-30
    13F 58,200 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $4,337,646.

    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 58,200 shares
    Change vs previous 13F -24 shares

    0.18% of the 13F portfolio, value $4,379,550.

    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 58,224 shares
    Change vs previous 13F -21 shares

    0.22% of the 13F portfolio, value $4,981,063.

    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 58,245 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $4,574,562.

    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 58,245 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $4,985,190.

    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 58,245 shares
    Change vs previous 13F -70,331 shares

    0.27% of the 13F portfolio, value $5,063,820.

    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 128,576 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $9,360,333.

    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).