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Connecticut Wealth Management, LLC: VEA position timeline

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

Connecticut Wealth Management, LLC held 1,185,281 VEA 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 1,185,281 shares
    Change vs previous 13F +385 shares

    3.07% of the 13F portfolio, value $83,692,658.

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

  2. period ended2026-06-30
    13F 1,184,896 shares
    Change vs previous 13F -1,083 shares

    3.12% of the 13F portfolio, value $84,423,874.

    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 1,185,979 shares
    Change vs previous 13F +5,273 shares

    3.18% of the 13F portfolio, value $75,997,537.

    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 1,180,706 shares
    Change vs previous 13F +54,657 shares

    3.21% of the 13F portfolio, value $73,758,705.

    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 1,126,049 shares
    Change vs previous 13F +28,894 shares

    2.99% of the 13F portfolio, value $67,472,868.

    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 1,097,155 shares
    Change vs previous 13F +12,776 shares

    2.98% of the 13F portfolio, value $62,548,808.

    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 1,084,379 shares
    Change vs previous 13F -25,860 shares

    2.89% of the 13F portfolio, value $55,118,999.

    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 1,110,239 shares
    Change vs previous 13F not available

    2.61% of the 13F portfolio, value $53,091,615.

    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).