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Disclosery

Connecticut Wealth Management, LLC: TER position timeline

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

Connecticut Wealth Management, LLC held 15,055 TER 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 15,055 shares
    Change vs previous 13F +12 shares

    0.22% of the 13F portfolio, value $6,035,700.

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

  2. period ended2026-06-30
    13F 15,043 shares
    Change vs previous 13F -788 shares

    0.27% of the 13F portfolio, value $7,278,405.

    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 15,831 shares
    Change vs previous 13F -176 shares

    0.2% of the 13F portfolio, value $4,693,258.

    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 16,007 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $3,098,315.

    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 16,007 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $2,203,203.

    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 16,007 shares
    Change vs previous 13F -19 shares

    0.07% of the 13F portfolio, value $1,439,349.

    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 16,026 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $1,323,748.

    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 16,026 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,017,994.

    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).