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Disclosery

Connecticut Wealth Management, LLC: SPYM position timeline

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

Connecticut Wealth Management, LLC held 35,004 SPYM 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 35,004 shares
    Change vs previous 13F -3,548 shares

    0.12% of the 13F portfolio, value $3,141,950.

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

  2. period ended2026-06-30
    13F 38,552 shares
    Change vs previous 13F -1,154 shares

    0.13% of the 13F portfolio, value $3,387,972.

    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 39,706 shares
    Change vs previous 13F +4,903 shares

    0.13% of the 13F portfolio, value $3,039,067.

    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 34,803 shares
    Change vs previous 13F +7,848 shares

    0.12% of the 13F portfolio, value $2,791,918.

    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 26,955 shares
    Change vs previous 13F -2,599 shares

    0.09% of the 13F portfolio, value $2,111,677.

    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 29,554 shares
    Change vs previous 13F -1,031 shares

    0.1% of the 13F portfolio, value $2,148,280.

    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 30,585 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $2,011,270.

    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).