Connecticut Wealth Management, LLC

All 13F Portfolio Filings

Most recent 13F
Q1 2023
Location
Farmington, CT
CIK
0001689829
All SEC filings
View on sec.gov
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q1 2023 247 1,322,725 13F-HR 4/18/2023 000168982923000003 Connecticut Wealth Management, LLC
Q4 2022 204 1,179,453 13F-HR 1/17/2023 000168982923000002 Connecticut Wealth Management, LLC
Q3 2022 190 1,073,064 13F-HR 11/2/2022 000168982922000006 Connecticut Wealth Management, LLC
Q2 2022 187 1,143,568 13F-HR 7/12/2022 000168982922000005 Connecticut Wealth Management, LLC
Q1 2022 189 1,307,730 13F-HR 4/18/2022 000168982922000004 Connecticut Wealth Management, LLC
Q4 2021 197 1,288,199 13F-HR 1/24/2022 000168982922000001 Connecticut Wealth Management, LLC
Q3 2021 196 1,146,918 13F-HR 11/2/2021 000168982921000005 Connecticut Wealth Management, LLC
Q2 2021 192 1,136,113 13F-HR 7/29/2021 000168982921000004 Connecticut Wealth Management, LLC
Q1 2021 173 1,096,408 RESTATEMENT 5/12/2021 000168982921000003 Connecticut Wealth Management, LLC
Q1 2021 107 1,109,012 13F-HR 4/29/2021 000168982921000002 Connecticut Wealth Management, LLC
Q4 2020 187 942,034 13F-HR 1/29/2021 000168982921000001 Connecticut Wealth Management, LLC
Q3 2020 203 906,071 13F-HR 10/13/2020 000168982920000005 Connecticut Wealth Management, LLC
Q2 2020 137 805,540 13F-HR 7/14/2020 000168982920000004 Connecticut Wealth Management, LLC
Q1 2020 140 669,489 13F-HR 4/20/2020 000168982920000003 Connecticut Wealth Management, LLC
Q4 2019 159 908,377 13F-HR 1/29/2020 000168982920000002 Connecticut Wealth Management, LLC
Q3 2019 148 811,170 13F-HR 10/24/2019 000168982919000008 Connecticut Wealth Management, LLC
Q2 2019 143 810,175 13F-HR 7/29/2019 000168982919000006 Connecticut Wealth Management, LLC
Q1 2019 69 291,896 13F-HR 4/23/2019 000168982919000004 Connecticut Wealth Management, LLC
Q4 2018 73 230,141 13F-HR 1/28/2019 000168982919000002 Connecticut Wealth Management, LLC
Q3 2018 69 226,131 13F-HR 11/14/2018 000168982918000013 Connecticut Wealth Management, LLC
Q2 2018 65 209,081 RESTATEMENT 8/7/2018 000168982918000011 Connecticut Wealth Management, LLC
Q2 2018 65 209,081 13F-HR 8/7/2018 000165009218000006 Connecticut Wealth Management, LLC
Q1 2018 64 176,505 13F-HR 5/8/2018 000168982918000006 Connecticut Wealth Management, LLC
Q4 2017 59 186,515 13F-HR 2/14/2018 000168982918000004 Connecticut Wealth Management, LLC
Q3 2017 65 170,161 13F-HR 11/8/2017 000168982917000007 Connecticut Wealth Management, LLC
Q2 2017 62 164,460 13F-HR 8/1/2017 000168982917000005 Connecticut Wealth Management, LLC
Q1 2017 62 164,442 13F-HR 5/4/2017 000168982917000003 Connecticut Wealth Management, LLC
Q4 2016 59 156,968 13F-HR 2/7/2017 000168982917000001 Connecticut Wealth Management, LLC
Q3 2016 59 139,169 13F-HR 11/14/2016 000168982916000002 Connecticut Wealth Management, LLC