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Connecticut Wealth Management, LLC: QUAL position timeline

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

Connecticut Wealth Management, LLC held 961,819 QUAL 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 961,819 shares
    Change vs previous 13F -13,279 shares

    7.84% of the 13F portfolio, value $213,754,697.

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

  2. period ended2026-06-30
    13F 975,098 shares
    Change vs previous 13F -10,792 shares

    7.91% of the 13F portfolio, value $213,965,748.

    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 985,890 shares
    Change vs previous 13F -37,897 shares

    7.92% of the 13F portfolio, value $189,103,472.

    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 1,023,787 shares
    Change vs previous 13F -20,975 shares

    8.84% of the 13F portfolio, value $203,344,579.

    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 1,044,762 shares
    Change vs previous 13F -16,002 shares

    9.02% of the 13F portfolio, value $203,206,120.

    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 1,060,764 shares
    Change vs previous 13F -39,345 shares

    9.23% of the 13F portfolio, value $193,928,960.

    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 1,100,109 shares
    Change vs previous 13F -500,371 shares

    9.84% of the 13F portfolio, value $187,997,681.

    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 1,600,480 shares
    Change vs previous 13F not available

    14.01% of the 13F portfolio, value $285,013,567.

    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).