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Disclosery

Connecticut Wealth Management, LLC: SPY position timeline

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

Connecticut Wealth Management, LLC held 40,413 SPY 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 40,413 shares
    Change vs previous 13F -1,100 shares

    1.13% of the 13F portfolio, value $30,820,047.

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

  2. period ended2026-06-30
    13F 41,513 shares
    Change vs previous 13F -467 shares

    1.15% of the 13F portfolio, value $31,000,769.

    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 41,980 shares
    Change vs previous 13F +2,976 shares

    1.14% of the 13F portfolio, value $27,301,359.

    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 39,004 shares
    Change vs previous 13F -119 shares

    1.16% of the 13F portfolio, value $26,597,458.

    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 39,123 shares
    Change vs previous 13F +1,119 shares

    1.16% of the 13F portfolio, value $26,063,163.

    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 38,004 shares
    Change vs previous 13F +337 shares

    1.12% of the 13F portfolio, value $23,480,512.

    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 37,667 shares
    Change vs previous 13F -462 shares

    1.1% of the 13F portfolio, value $21,070,343.

    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 38,129 shares
    Change vs previous 13F not available

    1.1% of the 13F portfolio, value $22,346,554.

    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).