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Connecticut Wealth Management, LLC: ICF position timeline

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

Connecticut Wealth Management, LLC held 243,852 ICF 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 243,852 shares
    Change vs previous 13F -26,968 shares

    0.56% of the 13F portfolio, value $15,338,260.

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

  2. period ended2026-06-30
    13F 270,820 shares
    Change vs previous 13F -38,076 shares

    0.68% of the 13F portfolio, value $18,315,577.

    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 308,896 shares
    Change vs previous 13F -86,847 shares

    0.8% of the 13F portfolio, value $19,117,552.

    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 395,743 shares
    Change vs previous 13F -11,326 shares

    1.03% of the 13F portfolio, value $23,613,977.

    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 407,069 shares
    Change vs previous 13F -70,201 shares

    1.11% of the 13F portfolio, value $25,083,567.

    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 477,270 shares
    Change vs previous 13F -3,645 shares

    1.39% of the 13F portfolio, value $29,189,853.

    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 480,915 shares
    Change vs previous 13F +30,542 shares

    1.55% of the 13F portfolio, value $29,590,682.

    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 450,373 shares
    Change vs previous 13F not available

    1.33% of the 13F portfolio, value $27,139,486.

    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).