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Disclosery

Connecticut Wealth Management, LLC: BX position timeline

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

Connecticut Wealth Management, LLC held 5,860 BX 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 5,860 shares
    Change vs previous 13F -4,930 shares

    0.02% of the 13F portfolio, value $656,870.

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

  2. period ended2026-06-30
    13F 10,790 shares
    Change vs previous 13F -279 shares

    0.05% of the 13F portfolio, value $1,269,631.

    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 11,069 shares
    Change vs previous 13F -568 shares

    0.05% of the 13F portfolio, value $1,272,826.

    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 11,637 shares
    Change vs previous 13F +1,220 shares

    0.08% of the 13F portfolio, value $1,793,689.

    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 10,417 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,779,744.

    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).