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Disclosery

Connecticut Wealth Management, LLC: IWM position timeline

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

Connecticut Wealth Management, LLC held 15,302 IWM 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 15,302 shares
    Change vs previous 13F -677 shares

    0.16% of the 13F portfolio, value $4,252,402.

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

  2. period ended2026-06-30
    13F 15,979 shares
    Change vs previous 13F -178 shares

    0.18% of the 13F portfolio, value $4,800,787.

    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 16,157 shares
    Change vs previous 13F -3,045 shares

    0.17% of the 13F portfolio, value $4,006,917.

    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 19,202 shares
    Change vs previous 13F -491 shares

    0.21% of the 13F portfolio, value $4,726,662.

    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 19,693 shares
    Change vs previous 13F -1,062 shares

    0.21% of the 13F portfolio, value $4,764,861.

    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 20,755 shares
    Change vs previous 13F -5,402 shares

    0.21% of the 13F portfolio, value $4,478,707.

    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 26,157 shares
    Change vs previous 13F -3,653 shares

    0.27% of the 13F portfolio, value $5,218,004.

    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 29,810 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $6,586,888.

    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).