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Connecticut Wealth Management, LLC: QQQ position timeline

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

Connecticut Wealth Management, LLC held 58,130 QQQ 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 58,130 shares
    Change vs previous 13F -18 shares

    1.58% of the 13F portfolio, value $43,002,656.

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

  2. period ended2026-06-30
    13F 58,148 shares
    Change vs previous 13F -715 shares

    1.58% of the 13F portfolio, value $42,820,013.

    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 58,863 shares
    Change vs previous 13F +1,019 shares

    1.42% of the 13F portfolio, value $33,974,633.

    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 57,844 shares
    Change vs previous 13F -564 shares

    1.54% of the 13F portfolio, value $35,533,878.

    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 58,408 shares
    Change vs previous 13F +44 shares

    1.56% of the 13F portfolio, value $35,066,231.

    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 58,364 shares
    Change vs previous 13F -1,217 shares

    1.53% of the 13F portfolio, value $32,195,749.

    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 59,581 shares
    Change vs previous 13F +225 shares

    1.46% of the 13F portfolio, value $27,938,875.

    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 59,356 shares
    Change vs previous 13F not available

    1.49% of the 13F portfolio, value $30,344,734.

    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).