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Connecticut Wealth Management, LLC: SBUX position timeline

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

Connecticut Wealth Management, LLC held 5,194 SBUX 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 5,194 shares
    Change vs previous 13F +90 shares

    0.02% of the 13F portfolio, value $488,028.

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

  2. period ended2026-06-30
    13F 5,104 shares
    Change vs previous 13F -320 shares

    0.02% of the 13F portfolio, value $521,578.

    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 5,424 shares
    Change vs previous 13F +128 shares

    0.02% of the 13F portfolio, value $485,936.

    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 5,296 shares
    Change vs previous 13F +400 shares

    0.02% of the 13F portfolio, value $445,976.

    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 4,896 shares
    Change vs previous 13F -125 shares

    0.02% of the 13F portfolio, value $414,202.

    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 5,021 shares
    Change vs previous 13F -257 shares

    0.02% of the 13F portfolio, value $460,074.

    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 5,278 shares
    Change vs previous 13F +3 shares

    0.03% of the 13F portfolio, value $517,719.

    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 5,275 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $481,344.

    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).