Skip to content
Disclosery

Connecticut Wealth Management, LLC: HEZU position timeline

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

Connecticut Wealth Management, LLC held 78,693 HEZU 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 78,693 shares
    Change vs previous 13F -21,583 shares

    0.14% of the 13F portfolio, value $3,811,889.

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

  2. period ended2026-06-30
    13F 100,276 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $5,029,132.

    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 100,276 shares
    Change vs previous 13F -10,764 shares

    0.18% of the 13F portfolio, value $4,382,061.

    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 111,040 shares
    Change vs previous 13F -1,124 shares

    0.21% of the 13F portfolio, value $4,859,090.

    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 112,164 shares
    Change vs previous 13F -18,261 shares

    0.21% of the 13F portfolio, value $4,729,263.

    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 130,425 shares
    Change vs previous 13F -44,523 shares

    0.25% of the 13F portfolio, value $5,351,337.

    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 174,948 shares
    Change vs previous 13F -46,974 shares

    0.36% of the 13F portfolio, value $6,817,723.

    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 221,922 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $7,953,667.

    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).