Skip to content
Disclosery

Connecticut Wealth Management, LLC: MAR position timeline

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

Connecticut Wealth Management, LLC held 5,007 MAR 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 5,007 shares
    Change vs previous 13F -34 shares

    0.07% of the 13F portfolio, value $1,780,834.

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

  2. period ended2026-06-30
    13F 5,041 shares
    Change vs previous 13F -34 shares

    0.07% of the 13F portfolio, value $1,868,056.

    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 5,075 shares
    Change vs previous 13F -49 shares

    0.07% of the 13F portfolio, value $1,659,733.

    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 5,124 shares
    Change vs previous 13F -200 shares

    0.07% of the 13F portfolio, value $1,589,769.

    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 5,324 shares
    Change vs previous 13F -24 shares

    0.06% of the 13F portfolio, value $1,386,606.

    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 5,348 shares
    Change vs previous 13F -41 shares

    0.07% of the 13F portfolio, value $1,461,077.

    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 5,389 shares
    Change vs previous 13F -11 shares

    0.07% of the 13F portfolio, value $1,283,562.

    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 5,400 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,506,360.

    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).