Skip to content
Disclosery

Connecticut Wealth Management, LLC: TMO position timeline

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

Connecticut Wealth Management, LLC held 4,088 TMO 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 4,088 shares
    Change vs previous 13F -78 shares

    0.1% of the 13F portfolio, value $2,759,627.

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

  2. period ended2026-06-30
    13F 4,166 shares
    Change vs previous 13F -434 shares

    0.08% of the 13F portfolio, value $2,088,739.

    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 4,600 shares
    Change vs previous 13F -382 shares

    0.09% of the 13F portfolio, value $2,261,024.

    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 4,982 shares
    Change vs previous 13F +120 shares

    0.13% of the 13F portfolio, value $2,886,586.

    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 4,862 shares
    Change vs previous 13F -132 shares

    0.1% of the 13F portfolio, value $2,358,242.

    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 4,994 shares
    Change vs previous 13F -18 shares

    0.1% of the 13F portfolio, value $2,024,852.

    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 5,012 shares
    Change vs previous 13F -54 shares

    0.13% of the 13F portfolio, value $2,493,861.

    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 5,066 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $2,635,300.

    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).