Skip to content
Disclosery

Connecticut Wealth Management, LLC: PDI position timeline

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

Connecticut Wealth Management, LLC held 52,792 PDI 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 52,792 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $740,672.

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

  2. period ended2026-06-30
    13F 52,792 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $881,626.

    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 ยง4.2).