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Connecticut Wealth Management, LLC: IBTH position timeline

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

Connecticut Wealth Management, LLC held 1,433,973 IBTH 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 1,433,973 shares
    Change vs previous 13F +193,768 shares

    1.19% of the 13F portfolio, value $32,077,976.

    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 1,240,205 shares
    Change vs previous 13F +1,030,037 shares

    1.17% of the 13F portfolio, value $27,817,788.

    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 210,168 shares
    Change vs previous 13F +200,095 shares

    0.21% of the 13F portfolio, value $4,722,481.

    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 10,073 shares
    Change vs previous 13F -2,772 shares

    0.01% of the 13F portfolio, value $226,851.

    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 12,845 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $288,884.

    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).