Skip to content
Disclosery

Connecticut Wealth Management, LLC: IWP position timeline

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

Connecticut Wealth Management, LLC held 100,892 IWP 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 100,892 shares
    Change vs previous 13F 0 shares

    0.51% of the 13F portfolio, value $13,890,827.

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

  2. period ended2026-06-30
    13F 100,892 shares
    Change vs previous 13F -7 shares

    0.55% of the 13F portfolio, value $14,771,615.

    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 100,899 shares
    Change vs previous 13F +108 shares

    0.54% of the 13F portfolio, value $12,927,195.

    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 100,791 shares
    Change vs previous 13F 0 shares

    0.6% of the 13F portfolio, value $13,802,336.

    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 100,791 shares
    Change vs previous 13F -6 shares

    0.64% of the 13F portfolio, value $14,353,663.

    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 100,797 shares
    Change vs previous 13F -1,445 shares

    0.67% of the 13F portfolio, value $13,978,544.

    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 102,242 shares
    Change vs previous 13F +4 shares

    0.63% of the 13F portfolio, value $12,012,426.

    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 102,238 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $12,958,681.

    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).