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Disclosery

Connecticut Wealth Management, LLC: VOOV position timeline

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

Connecticut Wealth Management, LLC held 41,076 VOOV 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 41,076 shares
    Change vs previous 13F -8 shares

    0.33% of the 13F portfolio, value $9,050,686.

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

  2. period ended2026-06-30
    13F 41,084 shares
    Change vs previous 13F -9 shares

    0.33% of the 13F portfolio, value $9,006,024.

    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 41,093 shares
    Change vs previous 13F 0 shares

    0.35% of the 13F portfolio, value $8,374,342.

    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 41,093 shares
    Change vs previous 13F -29 shares

    0.37% of the 13F portfolio, value $8,417,901.

    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 41,122 shares
    Change vs previous 13F -4,344 shares

    0.36% of the 13F portfolio, value $8,202,605.

    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 45,466 shares
    Change vs previous 13F -1,306 shares

    0.41% of the 13F portfolio, value $8,579,889.

    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 46,772 shares
    Change vs previous 13F -66,390 shares

    0.45% of the 13F portfolio, value $8,614,935.

    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 113,162 shares
    Change vs previous 13F not available

    1.62% of the 13F portfolio, value $32,924,729.

    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).