Filer · Institutional
Connecticut Wealth Management,LLC
CIK 0001689829TRACKEDView on SEC.gov ↗
View analyzed profile →PROReported portfolio value · quarterly
Filings on record · 8
Q2 202613F-HR
0001689829-26-000003 · filed 2026-07-29
340
positions
Q1 202613F-HR
0001214659-26-005373 · filed 2026-05-01
327
positions
Q4 202513F-HR
0001214659-26-001526 · filed 2026-02-12
316
positions
Q3 202513F-HR
0001214659-25-016356 · filed 2025-11-13
317
positions
Q2 202513F-HR
0001214659-25-012283 · filed 2025-08-14
308
positions
Q1 202513F-HR
0001689829-25-000002 · filed 2025-05-15
302
positions
Q4 202413F-HR
0001689829-25-000001 · filed 2025-02-18
269
positions
Q3 202413F-HR
0001689829-24-000005 · filed 2024-11-13
326
positions
Source: SEC EDGAR. Raw filings as filed — no editorial layer applied.