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Connecticut Wealth Management, LLC: VXUS position timeline

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

Connecticut Wealth Management, LLC held 422,803 VXUS 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 422,803 shares
    Change vs previous 13F -7,417 shares

    1.34% of the 13F portfolio, value $36,145,430.

    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).

  2. period ended2026-03-31
    13F 430,220 shares
    Change vs previous 13F -20,161 shares

    1.39% of the 13F portfolio, value $33,174,253.

    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).

  3. period ended2025-12-31
    13F 450,381 shares
    Change vs previous 13F -1,677 shares

    1.48% of the 13F portfolio, value $33,976,762.

    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).

  4. period ended2025-09-30
    13F 452,058 shares
    Change vs previous 13F -12,980 shares

    1.47% of the 13F portfolio, value $33,208,189.

    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).

  5. period ended2025-06-30
    13F 465,038 shares
    Change vs previous 13F -44,779 shares

    1.53% of the 13F portfolio, value $32,129,485.

    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).

  6. period ended2025-03-31
    13F 509,817 shares
    Change vs previous 13F -28,662 shares

    1.66% of the 13F portfolio, value $31,659,630.

    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).

  7. period ended2024-12-31
    13F 538,479 shares
    Change vs previous 13F -62,371 shares

    1.56% of the 13F portfolio, value $31,732,579.

    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).

  8. period ended2024-09-30
    13F 600,850 shares
    Change vs previous 13F not available

    1.88% of the 13F portfolio, value $38,899,026.

    13F-HR 0001689829-24-000005 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).