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Disclosery

Connecticut Wealth Management, LLC: WMT position timeline

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

Connecticut Wealth Management, LLC held 17,264 WMT 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 17,264 shares
    Change vs previous 13F -23 shares

    0.07% of the 13F portfolio, value $1,794,074.

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

  2. period ended2026-06-30
    13F 17,287 shares
    Change vs previous 13F -47 shares

    0.07% of the 13F portfolio, value $1,957,894.

    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 17,334 shares
    Change vs previous 13F +1,485 shares

    0.09% of the 13F portfolio, value $2,154,266.

    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 15,849 shares
    Change vs previous 13F -120 shares

    0.08% of the 13F portfolio, value $1,765,707.

    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 15,969 shares
    Change vs previous 13F +208 shares

    0.07% of the 13F portfolio, value $1,645,737.

    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 15,761 shares
    Change vs previous 13F +458 shares

    0.07% of the 13F portfolio, value $1,541,117.

    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 15,303 shares
    Change vs previous 13F +899 shares

    0.07% of the 13F portfolio, value $1,343,457.

    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 14,404 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,301,408.

    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).