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Disclosery

Connecticut Wealth Management, LLC: DTD position timeline

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

Connecticut Wealth Management, LLC held 266,052 DTD 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 266,052 shares
    Change vs previous 13F -688 shares

    0.91% of the 13F portfolio, value $24,854,578.

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

  2. period ended2026-06-30
    13F 266,740 shares
    Change vs previous 13F -2,170 shares

    0.92% of the 13F portfolio, value $24,872,651.

    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 268,910 shares
    Change vs previous 13F 0 shares

    0.97% of the 13F portfolio, value $23,223,068.

    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 268,910 shares
    Change vs previous 13F -2,311 shares

    0.99% of the 13F portfolio, value $22,825,081.

    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 271,221 shares
    Change vs previous 13F 0 shares

    1.01% of the 13F portfolio, value $22,782,564.

    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 271,221 shares
    Change vs previous 13F -5,068 shares

    1.03% of the 13F portfolio, value $21,567,494.

    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 276,289 shares
    Change vs previous 13F -51,455 shares

    1.11% of the 13F portfolio, value $21,260,412.

    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 327,744 shares
    Change vs previous 13F not available

    1.14% of the 13F portfolio, value $23,123,332.

    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).