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Disclosery

Connecticut Wealth Management, LLC: IJH position timeline

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

Connecticut Wealth Management, LLC held 1,263,080 IJH 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 1,263,080 shares
    Change vs previous 13F -54,375 shares

    3.33% of the 13F portfolio, value $90,878,591.

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

  2. period ended2026-06-30
    13F 1,317,455 shares
    Change vs previous 13F -125,059 shares

    3.76% of the 13F portfolio, value $101,588,964.

    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 1,442,514 shares
    Change vs previous 13F -398,147 shares

    4.08% of the 13F portfolio, value $97,412,942.

    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 1,840,661 shares
    Change vs previous 13F -44,971 shares

    5.28% of the 13F portfolio, value $121,483,638.

    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 1,885,632 shares
    Change vs previous 13F -250,315 shares

    5.46% of the 13F portfolio, value $123,056,350.

    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 2,135,947 shares
    Change vs previous 13F -104,628 shares

    6.31% of the 13F portfolio, value $132,471,453.

    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 2,240,575 shares
    Change vs previous 13F +194,073 shares

    6.85% of the 13F portfolio, value $130,737,547.

    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 2,046,502 shares
    Change vs previous 13F not available

    6.27% of the 13F portfolio, value $127,517,564.

    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).