Skip to content
Disclosery

Connecticut Wealth Management, LLC: MUB position timeline

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

Connecticut Wealth Management, LLC held 66,511 MUB 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 66,511 shares
    Change vs previous 13F -11,953 shares

    0.25% of the 13F portfolio, value $6,724,307.

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

  2. period ended2026-06-30
    13F 78,464 shares
    Change vs previous 13F -2,107 shares

    0.31% of the 13F portfolio, value $8,444,344.

    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 80,571 shares
    Change vs previous 13F -27,551 shares

    0.36% of the 13F portfolio, value $8,552,587.

    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 108,122 shares
    Change vs previous 13F +15,576 shares

    0.5% of the 13F portfolio, value $11,580,895.

    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 92,546 shares
    Change vs previous 13F +20,379 shares

    0.44% of the 13F portfolio, value $9,855,199.

    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 72,167 shares
    Change vs previous 13F +13,879 shares

    0.36% of the 13F portfolio, value $7,539,984.

    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 58,288 shares
    Change vs previous 13F +4,501 shares

    0.32% of the 13F portfolio, value $6,145,919.

    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 53,787 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $5,730,953.

    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).