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Connecticut Wealth Management, LLC: FAST position timeline

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

Connecticut Wealth Management, LLC held 23,530 FAST shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,530 shares
    Change vs previous 13F -2,277 shares

    0.04% of the 13F portfolio, value $1,130,146.

    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).

  2. period ended2026-03-31
    13F 25,807 shares
    Change vs previous 13F -411 shares

    0.05% of the 13F portfolio, value $1,197,445.

    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).

  3. period ended2025-12-31
    13F 26,218 shares
    Change vs previous 13F -58 shares

    0.05% of the 13F portfolio, value $1,052,128.

    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).

  4. period ended2025-09-30
    13F 26,276 shares
    Change vs previous 13F -72 shares

    0.06% of the 13F portfolio, value $1,288,575.

    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).

  5. period ended2025-06-30
    13F 26,348 shares
    Change vs previous 13F +13,174 shares

    0.05% of the 13F portfolio, value $1,106,616.

    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).

  6. period ended2025-03-31
    13F 13,174 shares
    Change vs previous 13F -18 shares

    0.05% of the 13F portfolio, value $1,021,644.

    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).

  7. period ended2024-12-31
    13F 13,192 shares
    Change vs previous 13F -2,863 shares

    0.05% of the 13F portfolio, value $948,637.

    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).

  8. period ended2024-09-30
    13F 16,055 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,146,636.

    13F-HR 0001689829-24-000005 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).