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Connecticut Wealth Management, LLC: IBTG position timeline

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

Connecticut Wealth Management, LLC held 2,049,615 IBTG 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 2,049,615 shares
    Change vs previous 13F +124,691 shares

    1.72% of the 13F portfolio, value $46,895,182.

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

  2. period ended2026-06-30
    13F 1,924,924 shares
    Change vs previous 13F +125,130 shares

    1.63% of the 13F portfolio, value $44,061,514.

    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 1,799,794 shares
    Change vs previous 13F +472,331 shares

    1.73% of the 13F portfolio, value $41,242,283.

    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 1,327,463 shares
    Change vs previous 13F +287,897 shares

    1.32% of the 13F portfolio, value $30,365,705.

    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 1,039,566 shares
    Change vs previous 13F +204,290 shares

    1.06% of the 13F portfolio, value $23,858,044.

    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 835,276 shares
    Change vs previous 13F +427,103 shares

    0.91% of the 13F portfolio, value $19,152,876.

    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 408,173 shares
    Change vs previous 13F +318,409 shares

    0.49% of the 13F portfolio, value $9,363,495.

    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 89,764 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,047,514.

    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).