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Disclosery

Connecticut Wealth Management, LLC: EW position timeline

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

Connecticut Wealth Management, LLC held 3,578 EW 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 3,578 shares
    Change vs previous 13F -6 shares

    0.01% of the 13F portfolio, value $308,853.

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

  2. period ended2026-06-30
    13F 3,584 shares
    Change vs previous 13F -43 shares

    0.01% of the 13F portfolio, value $324,209.

    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 3,627 shares
    Change vs previous 13F -879 shares

    0.01% of the 13F portfolio, value $290,450.

    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 4,506 shares
    Change vs previous 13F -33 shares

    0.02% of the 13F portfolio, value $384,137.

    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 4,539 shares
    Change vs previous 13F -68 shares

    0.02% of the 13F portfolio, value $352,998.

    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 4,607 shares
    Change vs previous 13F -1,492 shares

    0.02% of the 13F portfolio, value $360,274.

    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 6,099 shares
    Change vs previous 13F -1,021 shares

    0.02% of the 13F portfolio, value $442,056.

    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 7,120 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $527,094.

    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).