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Connecticut Wealth Management, LLC: IEFA position timeline

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

Connecticut Wealth Management, LLC held 2,893,439 IEFA 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 2,893,439 shares
    Change vs previous 13F +162,287 shares

    10.29% of the 13F portfolio, value $280,316,351.

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

  2. period ended2026-06-30
    13F 2,731,152 shares
    Change vs previous 13F +159,864 shares

    9.75% of the 13F portfolio, value $263,774,641.

    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 2,571,288 shares
    Change vs previous 13F +235,054 shares

    9.75% of the 13F portfolio, value $232,778,719.

    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 2,336,234 shares
    Change vs previous 13F +171,185 shares

    9.09% of the 13F portfolio, value $208,999,484.

    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 2,165,049 shares
    Change vs previous 13F +253,420 shares

    8.39% of the 13F portfolio, value $189,030,456.

    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 1,911,629 shares
    Change vs previous 13F +137,188 shares

    7.6% of the 13F portfolio, value $159,582,810.

    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 1,774,441 shares
    Change vs previous 13F +92,200 shares

    7.03% of the 13F portfolio, value $134,236,432.

    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 1,682,241 shares
    Change vs previous 13F not available

    5.81% of the 13F portfolio, value $118,227,877.

    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).