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Disclosery

Connecticut Wealth Management, LLC: IJR position timeline

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

Connecticut Wealth Management, LLC held 481,313 IJR 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 481,313 shares
    Change vs previous 13F +2,627 shares

    2.4% of the 13F portfolio, value $65,477,775.

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

  2. period ended2026-06-30
    13F 478,686 shares
    Change vs previous 13F -27,502 shares

    2.63% of the 13F portfolio, value $70,993,963.

    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 506,188 shares
    Change vs previous 13F -37,505 shares

    2.64% of the 13F portfolio, value $62,924,190.

    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 543,693 shares
    Change vs previous 13F -61,244 shares

    2.84% of the 13F portfolio, value $65,341,064.

    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 604,937 shares
    Change vs previous 13F -210,119 shares

    3.19% of the 13F portfolio, value $71,884,653.

    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 815,056 shares
    Change vs previous 13F -177,010 shares

    4.24% of the 13F portfolio, value $89,077,482.

    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 992,066 shares
    Change vs previous 13F -18,809 shares

    5.43% of the 13F portfolio, value $103,740,306.

    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 1,010,875 shares
    Change vs previous 13F not available

    5.72% of the 13F portfolio, value $116,473,024.

    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).