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Connecticut Wealth Management, LLC: IT position timeline

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

Connecticut Wealth Management, LLC held 1,568 IT 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 1,568 shares
    Change vs previous 13F -662 shares

    0.01% of the 13F portfolio, value $292,495.

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

  2. period ended2026-06-30
    13F 2,230 shares
    Change vs previous 13F -1,741 shares

    0.01% of the 13F portfolio, value $289,053.

    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 3,971 shares
    Change vs previous 13F -1,571 shares

    0.03% of the 13F portfolio, value $628,768.

    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 5,542 shares
    Change vs previous 13F +196 shares

    0.06% of the 13F portfolio, value $1,398,136.

    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 5,346 shares
    Change vs previous 13F +800 shares

    0.06% of the 13F portfolio, value $1,405,303.

    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 4,546 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $1,837,584.

    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 4,546 shares
    Change vs previous 13F -58 shares

    0.1% of the 13F portfolio, value $1,908,138.

    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 4,604 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $2,230,500.

    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).