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Disclosery

Connecticut Wealth Management, LLC: IXUS position timeline

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

Connecticut Wealth Management, LLC held 24,685 IXUS shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,685 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $2,355,936.

    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).

  2. period ended2026-03-31
    13F 24,685 shares
    Change vs previous 13F -2,047 shares

    0.09% of the 13F portfolio, value $2,138,708.

    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).

  3. period ended2025-12-31
    13F 26,732 shares
    Change vs previous 13F -289 shares

    0.1% of the 13F portfolio, value $2,262,596.

    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).

  4. period ended2025-09-30
    13F 27,021 shares
    Change vs previous 13F -169 shares

    0.1% of the 13F portfolio, value $2,231,394.

    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).

  5. period ended2025-06-30
    13F 27,190 shares
    Change vs previous 13F -855 shares

    0.1% of the 13F portfolio, value $2,102,059.

    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).

  6. period ended2025-03-31
    13F 28,045 shares
    Change vs previous 13F -3,389 shares

    0.1% of the 13F portfolio, value $1,957,821.

    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).

  7. period ended2024-12-31
    13F 31,434 shares
    Change vs previous 13F -712 shares

    0.1% of the 13F portfolio, value $2,079,057.

    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).

  8. period ended2024-09-30
    13F 32,146 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $2,334,769.

    13F-HR 0001689829-24-000005 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).