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Disclosery

Connecticut Wealth Management, LLC: SPEM position timeline

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

Connecticut Wealth Management, LLC held 24,775 SPEM 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 24,775 shares
    Change vs previous 13F +13,551 shares

    0.05% of the 13F portfolio, value $1,282,354.

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

  2. period ended2026-06-30
    13F 11,224 shares
    Change vs previous 13F +5,394 shares

    0.02% of the 13F portfolio, value $581,179.

    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 5,830 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $273,485.

    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).