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Disclosery

Connecticut Wealth Management, LLC: V position timeline

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

Connecticut Wealth Management, LLC held 17,609 V 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 17,609 shares
    Change vs previous 13F -240 shares

    0.23% of the 13F portfolio, value $6,327,543.

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

  2. period ended2026-06-30
    13F 17,849 shares
    Change vs previous 13F -1,497 shares

    0.23% of the 13F portfolio, value $6,123,813.

    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 19,346 shares
    Change vs previous 13F -81 shares

    0.25% of the 13F portfolio, value $5,847,251.

    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 19,427 shares
    Change vs previous 13F -34 shares

    0.3% of the 13F portfolio, value $6,813,203.

    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 19,461 shares
    Change vs previous 13F +3,307 shares

    0.29% of the 13F portfolio, value $6,643,486.

    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 16,154 shares
    Change vs previous 13F -147 shares

    0.27% of the 13F portfolio, value $5,735,649.

    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 16,301 shares
    Change vs previous 13F -327 shares

    0.3% of the 13F portfolio, value $5,713,003.

    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 16,628 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $5,255,184.

    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).