Connecticut Wealth Management, LLC: VHT position timeline

Connecticut Wealth Management, LLC held 2,617 VHT shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 2,617 shares

   Change vs previous 13F -119 shares

   0.03% of the 13F portfolio, value $782,565.

   13F-HR 0001689829-26-000003 filed by Connecticut Wealth Management, LLC
   Filed 2026-07-29 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 2,736 shares

   Change vs previous 13F -82 shares

   0.03% of the 13F portfolio, value $745,084.

   13F-HR 0001214659-26-005373 filed by Connecticut Wealth Management, LLC
   Filed 2026-05-01 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 2,818 shares

   Change vs previous 13F -261 shares

   0.04% of the 13F portfolio, value $811,275.

   13F-HR 0001214659-26-001526 filed by Connecticut Wealth Management, LLC
   Filed 2026-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 3,079 shares

   Change vs previous 13F +2,041 shares

   0.04% of the 13F portfolio, value $799,285.

   13F-HR 0001214659-25-016356 filed by Connecticut Wealth Management, LLC
   Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 1,038 shares

   Change vs previous 13F not available

   0.01% of the 13F portfolio, value $257,777.

   13F-HR 0001214659-25-012283 filed by Connecticut Wealth Management, LLC
   Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).