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Connecticut Wealth Management, LLC: EFA position timeline

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

Connecticut Wealth Management, LLC held 65,790 EFA 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 65,790 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $6,834,929.

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

  2. period ended2026-06-30
    13F 65,790 shares
    Change vs previous 13F -395 shares

    0.25% of the 13F portfolio, value $6,834,272.

    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 66,185 shares
    Change vs previous 13F +3,797 shares

    0.27% of the 13F portfolio, value $6,428,570.

    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 62,388 shares
    Change vs previous 13F -8,242 shares

    0.26% of the 13F portfolio, value $5,991,140.

    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 70,630 shares
    Change vs previous 13F +8,731 shares

    0.29% of the 13F portfolio, value $6,594,744.

    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).

  6. period ended2025-06-30
    13F 61,899 shares
    Change vs previous 13F -1,674 shares

    0.26% of the 13F portfolio, value $5,533,171.

    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 63,573 shares
    Change vs previous 13F -932 shares

    0.27% of the 13F portfolio, value $5,195,829.

    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 64,505 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $4,877,230.

    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).