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Connecticut Wealth Management, LLC: PEP position timeline

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

Connecticut Wealth Management, LLC held 12,454 PEP 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 12,454 shares
    Change vs previous 13F -1,110 shares

    0.06% of the 13F portfolio, value $1,578,197.

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

  2. period ended2026-06-30
    13F 13,564 shares
    Change vs previous 13F -16 shares

    0.07% of the 13F portfolio, value $1,836,622.

    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 13,580 shares
    Change vs previous 13F +549 shares

    0.09% of the 13F portfolio, value $2,108,858.

    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 13,031 shares
    Change vs previous 13F -323 shares

    0.08% of the 13F portfolio, value $1,870,193.

    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 13,354 shares
    Change vs previous 13F +109 shares

    0.08% of the 13F portfolio, value $1,875,386.

    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 13,245 shares
    Change vs previous 13F -945 shares

    0.08% of the 13F portfolio, value $1,748,912.

    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 14,190 shares
    Change vs previous 13F -583 shares

    0.11% of the 13F portfolio, value $2,127,622.

    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 14,773 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $2,246,355.

    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).