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Connecticut Wealth Management, LLC: IBTI position timeline

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

Connecticut Wealth Management, LLC held 24,922 IBTI 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 24,922 shares
    Change vs previous 13F +13,625 shares

    0.02% of the 13F portfolio, value $546,049.

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

  2. period ended2026-06-30
    13F 11,297 shares
    Change vs previous 13F +22 shares

    0.01% of the 13F portfolio, value $250,109.

    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 11,275 shares
    Change vs previous 13F +13 shares

    0.01% of the 13F portfolio, value $251,249.

    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 11,262 shares
    Change vs previous 13F +2,172 shares

    0.01% of the 13F portfolio, value $251,872.

    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 9,090 shares
    Change vs previous 13F -2,772 shares

    0.01% of the 13F portfolio, value $203,489.

    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 11,862 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $265,234.

    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).