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Connecticut Wealth Management, LLC: IEMG position timeline

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

Connecticut Wealth Management, LLC held 2,117,420 IEMG 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 2,117,420 shares
    Change vs previous 13F +67,927 shares

    6.31% of the 13F portfolio, value $171,849,798.

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

  2. period ended2026-06-30
    13F 2,049,493 shares
    Change vs previous 13F +7,421 shares

    6.28% of the 13F portfolio, value $169,780,022.

    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 2,042,072 shares
    Change vs previous 13F +1,290,206 shares

    5.97% of the 13F portfolio, value $142,434,540.

    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 751,866 shares
    Change vs previous 13F +39,292 shares

    2.2% of the 13F portfolio, value $50,540,435.

    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 712,574 shares
    Change vs previous 13F -38,018 shares

    2.08% of the 13F portfolio, value $46,972,908.

    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 750,592 shares
    Change vs previous 13F +168,627 shares

    2.15% of the 13F portfolio, value $45,058,036.

    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 581,965 shares
    Change vs previous 13F -19,585 shares

    1.64% of the 13F portfolio, value $31,408,658.

    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 601,550 shares
    Change vs previous 13F not available

    1.54% of the 13F portfolio, value $31,412,942.

    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).