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Disclosery

Connecticut Wealth Management, LLC: IWD position timeline

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

Connecticut Wealth Management, LLC held 6,050 IWD 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 6,050 shares
    Change vs previous 13F +5 shares

    0.06% of the 13F portfolio, value $1,499,983.

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

  2. period ended2026-06-30
    13F 6,045 shares
    Change vs previous 13F -746 shares

    0.05% of the 13F portfolio, value $1,465,396.

    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 6,791 shares
    Change vs previous 13F +670 shares

    0.06% of the 13F portfolio, value $1,451,038.

    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 6,121 shares
    Change vs previous 13F +7 shares

    0.06% of the 13F portfolio, value $1,287,577.

    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 6,114 shares
    Change vs previous 13F +1,431 shares

    0.06% of the 13F portfolio, value $1,244,821.

    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 4,683 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $909,565.

    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 4,683 shares
    Change vs previous 13F -51 shares

    0.05% of the 13F portfolio, value $881,112.

    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 4,734 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $876,338.

    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).