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Connecticut Wealth Management, LLC: VOT position timeline

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

Connecticut Wealth Management, LLC held 32,396 VOT 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 32,396 shares
    Change vs previous 13F -369 shares

    0.35% of the 13F portfolio, value $9,462,735.

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

  2. period ended2026-06-30
    13F 32,765 shares
    Change vs previous 13F -3,711 shares

    0.37% of the 13F portfolio, value $10,035,776.

    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 36,476 shares
    Change vs previous 13F -1,971 shares

    0.39% of the 13F portfolio, value $9,387,107.

    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 38,447 shares
    Change vs previous 13F +40 shares

    0.47% of the 13F portfolio, value $10,732,105.

    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 38,407 shares
    Change vs previous 13F -613 shares

    0.5% of the 13F portfolio, value $11,283,602.

    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 39,020 shares
    Change vs previous 13F -432 shares

    0.53% of the 13F portfolio, value $11,096,907.

    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 39,452 shares
    Change vs previous 13F -734,110 shares

    0.51% of the 13F portfolio, value $9,651,545.

    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 773,562 shares
    Change vs previous 13F not available

    9.83% of the 13F portfolio, value $200,077,889.

    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).