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Connecticut Wealth Management »

Connecticut Wealth Management - Portfolio Holdings by Quarter

Historical 13F-HR SEC quarterly filings for Connecticut Wealth Management going back to Nov. 14, 2016

Connecticut Wealth Management 2024 Q4 - filed Feb. 18, 2025 - new!
Connecticut Wealth Management 2024 Q3 - filed Nov. 13, 2024
Connecticut Wealth Management 2024 Q2 - filed Aug. 13, 2024
Connecticut Wealth Management 2024 Q1 - filed May 1, 2024
Connecticut Wealth Management 2023 Q4 - filed Feb. 6, 2024
Connecticut Wealth Management 2023 Q3 - filed Oct. 19, 2023
Connecticut Wealth Management 2023 Q2 - filed July 25, 2023
Connecticut Wealth Management 2023 Q1 - filed April 18, 2023
Connecticut Wealth Management 2022 Q4 - filed Jan. 17, 2023
Connecticut Wealth Management 2022 Q3 - filed Nov. 2, 2022
Connecticut Wealth Management 2022 Q2 - filed July 12, 2022
Connecticut Wealth Management 2022 Q1 - filed April 18, 2022
Connecticut Wealth Management 2021 Q4 - filed Jan. 24, 2022
Connecticut Wealth Management 2021 Q3 - filed Nov. 2, 2021
Connecticut Wealth Management 2021 Q2 - filed July 29, 2021
Connecticut Wealth Management 2021 Q1 restated - filed May 12, 2021
Connecticut Wealth Management 2021 Q1 - filed April 29, 2021
Connecticut Wealth Management 2020 Q4 - filed Jan. 29, 2021
Connecticut Wealth Management 2020 Q3 - filed Oct. 13, 2020
Connecticut Wealth Management 2020 Q2 - filed July 14, 2020
Connecticut Wealth Management 2020 Q1 - filed April 20, 2020
Connecticut Wealth Management 2019 Q4 - filed Jan. 29, 2020
Connecticut Wealth Management 2019 Q3 - filed Oct. 24, 2019
Connecticut Wealth Management 2019 Q2 - filed July 29, 2019
Connecticut Wealth Management 2019 Q1 - filed April 23, 2019
Connecticut Wealth Management 2018 Q4 - filed Jan. 28, 2019
Connecticut Wealth Management 2018 Q3 - filed Nov. 14, 2018
Connecticut Wealth Management 2018 Q2 - filed Aug. 7, 2018
Connecticut Wealth Management 2018 Q2 restated - filed Aug. 7, 2018
Connecticut Wealth Management 2018 Q1 - filed May 8, 2018
Connecticut Wealth Management 2017 Q4 - filed Feb. 14, 2018
Connecticut Wealth Management 2017 Q3 - filed Nov. 8, 2017
Connecticut Wealth Management 2017 Q2 - filed Aug. 1, 2017
Connecticut Wealth Management 2017 Q1 - filed May 4, 2017
Connecticut Wealth Management 2016 Q4 - filed Feb. 7, 2017
Connecticut Wealth Management 2016 Q3 - filed Nov. 14, 2016

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