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Connecticut Wealth Management, LLC: BOND position timeline

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

Connecticut Wealth Management, LLC held 73,538 BOND 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 73,538 shares
    Change vs previous 13F +12,190 shares

    0.23% of the 13F portfolio, value $6,397,062.

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

  2. period ended2026-06-30
    13F 61,348 shares
    Change vs previous 13F +14,999 shares

    0.21% of the 13F portfolio, value $5,656,865.

    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 46,349 shares
    Change vs previous 13F -14,718 shares

    0.18% of the 13F portfolio, value $4,277,066.

    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 61,067 shares
    Change vs previous 13F +18 shares

    0.25% of the 13F portfolio, value $5,684,106.

    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 61,049 shares
    Change vs previous 13F -6,216 shares

    0.25% of the 13F portfolio, value $5,698,888.

    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 67,265 shares
    Change vs previous 13F -8,776 shares

    0.3% of the 13F portfolio, value $6,200,452.

    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 76,041 shares
    Change vs previous 13F +3,056 shares

    0.37% of the 13F portfolio, value $7,031,477.

    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 72,985 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $6,599,304.

    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).