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Connecticut Wealth Management, LLC: TOTL position timeline

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

Connecticut Wealth Management, LLC held 19,142 TOTL 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 19,142 shares
    Change vs previous 13F -19,611 shares

    0.03% of the 13F portfolio, value $716,279.

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

  2. period ended2026-06-30
    13F 38,753 shares
    Change vs previous 13F +74 shares

    0.06% of the 13F portfolio, value $1,529,580.

    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 38,679 shares
    Change vs previous 13F -502 shares

    0.06% of the 13F portfolio, value $1,536,700.

    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 39,181 shares
    Change vs previous 13F -9,115 shares

    0.07% of the 13F portfolio, value $1,577,050.

    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 48,296 shares
    Change vs previous 13F -10,897 shares

    0.09% of the 13F portfolio, value $1,959,360.

    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 59,193 shares
    Change vs previous 13F -4,936 shares

    0.11% of the 13F portfolio, value $2,374,226.

    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 64,129 shares
    Change vs previous 13F -28,294 shares

    0.14% of the 13F portfolio, value $2,583,772.

    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 92,423 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $3,640,526.

    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).