Skip to content
Disclosery

Connecticut Wealth Management, LLC: AMP position timeline

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

Connecticut Wealth Management, LLC held 4,198 AMP 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 4,198 shares
    Change vs previous 13F +1 shares

    0.08% of the 13F portfolio, value $2,066,692.

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

  2. period ended2026-06-30
    13F 4,197 shares
    Change vs previous 13F -161 shares

    0.07% of the 13F portfolio, value $1,925,636.

    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 4,358 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $1,936,839.

    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 4,358 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $2,136,993.

    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 4,358 shares
    Change vs previous 13F -32 shares

    0.09% of the 13F portfolio, value $2,140,888.

    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 4,390 shares
    Change vs previous 13F -30 shares

    0.11% of the 13F portfolio, value $2,343,028.

    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 4,420 shares
    Change vs previous 13F -83 shares

    0.11% of the 13F portfolio, value $2,139,663.

    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 4,503 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $2,397,359.

    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).