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Disclosery

Connecticut Wealth Management, LLC: PFF position timeline

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

Connecticut Wealth Management, LLC held 30,234 PFF 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 30,234 shares
    Change vs previous 13F -12,706 shares

    0.03% of the 13F portfolio, value $891,911.

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

  2. period ended2026-06-30
    13F 42,940 shares
    Change vs previous 13F -12,976 shares

    0.05% of the 13F portfolio, value $1,309,245.

    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 55,916 shares
    Change vs previous 13F -18,124 shares

    0.07% of the 13F portfolio, value $1,695,383.

    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 74,040 shares
    Change vs previous 13F +9,852 shares

    0.1% of the 13F portfolio, value $2,292,292.

    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 64,188 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,029,629.

    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).