Skip to content
Disclosery

Connecticut Wealth Management, LLC: VMBS position timeline

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

Connecticut Wealth Management, LLC held 412,798 VMBS 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 412,798 shares
    Change vs previous 13F +40,068 shares

    0.67% of the 13F portfolio, value $18,332,346.

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

  2. period ended2026-06-30
    13F 372,730 shares
    Change vs previous 13F +12,733 shares

    0.65% of the 13F portfolio, value $17,447,511.

    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 359,997 shares
    Change vs previous 13F -34,878 shares

    0.71% of the 13F portfolio, value $16,901,837.

    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 394,875 shares
    Change vs previous 13F -1,993 shares

    0.81% of the 13F portfolio, value $18,590,724.

    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 396,868 shares
    Change vs previous 13F -27,030 shares

    0.83% of the 13F portfolio, value $18,636,907.

    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 423,898 shares
    Change vs previous 13F -11,077 shares

    0.94% of the 13F portfolio, value $19,643,431.

    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 434,975 shares
    Change vs previous 13F +434,975 shares

    1.05% of the 13F portfolio, value $20,143,693.

    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 0 shares
    Change vs previous 13F not available

    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).

    Exited: the 13F for this period no longer lists the position.