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Connecticut Wealth Management, LLC: VIG position timeline

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

Connecticut Wealth Management, LLC held 187,148 VIG 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 187,148 shares
    Change vs previous 13F -1,367 shares

    1.6% of the 13F portfolio, value $43,663,384.

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

  2. period ended2026-06-30
    13F 188,515 shares
    Change vs previous 13F -1,211 shares

    1.65% of the 13F portfolio, value $44,606,354.

    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 189,726 shares
    Change vs previous 13F -323 shares

    1.71% of the 13F portfolio, value $40,802,432.

    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 190,049 shares
    Change vs previous 13F -3,686 shares

    1.82% of the 13F portfolio, value $41,768,974.

    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 193,735 shares
    Change vs previous 13F -556 shares

    1.86% of the 13F portfolio, value $41,806,120.

    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 194,291 shares
    Change vs previous 13F -2,298 shares

    1.89% of the 13F portfolio, value $39,765,634.

    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 196,589 shares
    Change vs previous 13F +341 shares

    2% of the 13F portfolio, value $38,136,390.

    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 196,248 shares
    Change vs previous 13F not available

    1.89% of the 13F portfolio, value $38,431,314.

    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).