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Disclosery

Connecticut Wealth Management, LLC: IOO position timeline

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

Connecticut Wealth Management, LLC held 31,091 IOO 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 31,091 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $4,477,346.

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

  2. period ended2026-06-30
    13F 31,091 shares
    Change vs previous 13F -982 shares

    0.16% of the 13F portfolio, value $4,246,965.

    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 32,073 shares
    Change vs previous 13F -2,099 shares

    0.16% of the 13F portfolio, value $3,879,813.

    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 34,172 shares
    Change vs previous 13F -56 shares

    0.19% of the 13F portfolio, value $4,328,507.

    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 34,228 shares
    Change vs previous 13F -310 shares

    0.18% of the 13F portfolio, value $4,107,645.

    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 34,538 shares
    Change vs previous 13F -128 shares

    0.18% of the 13F portfolio, value $3,723,490.

    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 34,666 shares
    Change vs previous 13F -36,063 shares

    0.17% of the 13F portfolio, value $3,337,943.

    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 70,729 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $7,127,313.

    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).