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Connecticut Wealth Management, LLC: IVV position timeline

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

Connecticut Wealth Management, LLC held 16,483 IVV 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 16,483 shares
    Change vs previous 13F -187 shares

    0.46% of the 13F portfolio, value $12,623,443.

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

  2. period ended2026-06-30
    13F 16,670 shares
    Change vs previous 13F -142 shares

    0.46% of the 13F portfolio, value $12,483,783.

    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 16,812 shares
    Change vs previous 13F +99 shares

    0.46% of the 13F portfolio, value $10,981,758.

    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 16,713 shares
    Change vs previous 13F -545 shares

    0.5% of the 13F portfolio, value $11,447,518.

    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 17,258 shares
    Change vs previous 13F -24 shares

    0.51% of the 13F portfolio, value $11,550,493.

    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 17,282 shares
    Change vs previous 13F -240 shares

    0.51% of the 13F portfolio, value $10,730,282.

    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 17,522 shares
    Change vs previous 13F -199 shares

    0.52% of the 13F portfolio, value $9,845,472.

    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 17,721 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $10,432,214.

    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).