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Disclosery

Connecticut Wealth Management, LLC: IWB position timeline

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

Connecticut Wealth Management, LLC held 10,002 IWB 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 10,002 shares
    Change vs previous 13F -541 shares

    0.15% of the 13F portfolio, value $4,162,100.

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

  2. period ended2026-06-30
    13F 10,543 shares
    Change vs previous 13F +16 shares

    0.16% of the 13F portfolio, value $4,317,350.

    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 10,527 shares
    Change vs previous 13F +3,724 shares

    0.16% of the 13F portfolio, value $3,753,399.

    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 6,803 shares
    Change vs previous 13F +1 shares

    0.11% of the 13F portfolio, value $2,540,424.

    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 6,802 shares
    Change vs previous 13F -661 shares

    0.11% of the 13F portfolio, value $2,485,855.

    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 7,463 shares
    Change vs previous 13F +4,448 shares

    0.12% of the 13F portfolio, value $2,534,074.

    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 3,015 shares
    Change vs previous 13F +1 shares

    0.05% of the 13F portfolio, value $924,703.

    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 3,014 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $970,859.

    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).