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Disclosery

Connecticut Wealth Management, LLC: BNY position timeline

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

Connecticut Wealth Management, LLC held 1,761 BNY 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 1,761 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $254,743.

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