Skip to content
Disclosery

Connecticut Wealth Management, LLC: SCHX position timeline

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

Connecticut Wealth Management, LLC held 25,300 SCHX 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 25,300 shares
    Change vs previous 13F +9,120 shares

    0.03% of the 13F portfolio, value $759,012.

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

  2. period ended2026-06-30
    13F 16,180 shares
    Change vs previous 13F -6,967 shares

    0.02% of the 13F portfolio, value $476,176.

    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 23,147 shares
    Change vs previous 13F +320 shares

    0.02% of the 13F portfolio, value $593,479.

    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 22,827 shares
    Change vs previous 13F +4 shares

    0.03% of the 13F portfolio, value $614,272.

    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 22,823 shares
    Change vs previous 13F -3,534 shares

    0.03% of the 13F portfolio, value $601,161.

    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 26,357 shares
    Change vs previous 13F +8,698 shares

    0.03% of the 13F portfolio, value $644,156.

    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 17,659 shares
    Change vs previous 13F +17,659 shares

    0.02% of the 13F portfolio, value $389,918.

    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 0 shares
    Change vs previous 13F not available

    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).

    Exited: the 13F for this period no longer lists the position.