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Connecticut Wealth Management, LLC: IWF position timeline

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

Connecticut Wealth Management, LLC held 104,651 IWF 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 104,651 shares
    Change vs previous 13F -454 shares

    0.48% of the 13F portfolio, value $13,108,542.

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

  2. period ended2026-06-30
    13F 105,105 shares
    Change vs previous 13F +76,027 shares

    0.48% of the 13F portfolio, value $13,050,867.

    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 29,078 shares
    Change vs previous 13F +558 shares

    0.52% of the 13F portfolio, value $12,398,846.

    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 28,520 shares
    Change vs previous 13F -1,350 shares

    0.59% of the 13F portfolio, value $13,498,456.

    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 29,870 shares
    Change vs previous 13F +1,266 shares

    0.62% of the 13F portfolio, value $13,991,203.

    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 28,604 shares
    Change vs previous 13F -32 shares

    0.58% of the 13F portfolio, value $12,144,843.

    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 28,636 shares
    Change vs previous 13F -248 shares

    0.54% of the 13F portfolio, value $10,340,295.

    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 28,884 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $11,599,169.

    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).