Connecticut Wealth Management, LLC

Business address
281 Farmington Avenue, Farmington, CT, 06032
Top securities (13F)
QUAL, SPYG, SPYV, IEFA, IJH, IJR, VEA, VO, VUG, IEMG, IVW, VIG, VB, QQQ, RTX, VXUS, IBTF, AAPL, VOOG, and MSFT
State of incorporation
CT
Fiscal year end
31 December
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Connecticut Wealth Management, LLC has filed 39 SEC EDGAR filings since 14 Nov 2016

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 13 Nov 2025 30 Sep 2025 028-17557
13F-HR Open Document Open Filing 14 Aug 2025 30 Jun 2025 028-17557
13F-HR Open Document Open Filing 15 May 2025 31 Mar 2025 028-17557
13F-HR Open Document Open Filing 18 Feb 2025 31 Dec 2024 028-17557
13F-HR Open Document Open Filing 13 Nov 2024 30 Sep 2024 028-17557
13F-HR Open Document Open Filing 13 Aug 2024 30 Jun 2024 028-17557
13F-HR Open Document Open Filing 01 May 2024 31 Mar 2024 028-17557
13F-HR Open Document Open Filing 06 Feb 2024 31 Dec 2023 028-17557
13F-HR Open Document Open Filing 19 Oct 2023 30 Sep 2023 028-17557
13F-HR Open Document Open Filing 25 Jul 2023 30 Jun 2023 028-17557
13F-HR Open Document Open Filing 18 Apr 2023 31 Mar 2023 028-17557
13F-HR Open Document Open Filing 17 Jan 2023 31 Dec 2022 028-17557
13F-HR Open Document Open Filing 02 Nov 2022 30 Sep 2022 028-17557
13F-HR Open Document Open Filing 12 Jul 2022 30 Jun 2022 028-17557
13F-HR Open Document Open Filing 18 Apr 2022 31 Mar 2022 028-17557
13F-HR Open Document Open Filing 24 Jan 2022 31 Dec 2021 028-17557
13F-HR Open Document Open Filing 02 Nov 2021 30 Sep 2021 028-17557
13F-HR Open Document Open Filing 29 Jul 2021 30 Jun 2021 028-17557
13F-HR/A Open Document Open Filing 12 May 2021 31 Mar 2021 028-17557
13F-HR Open Document Open Filing 29 Apr 2021 31 Mar 2021 028-17557
13F-HR Open Document Open Filing 29 Jan 2021 31 Dec 2020 028-17557
13F-HR Open Document Open Filing 13 Oct 2020 30 Sep 2020 028-17557
13F-HR Open Document Open Filing 14 Jul 2020 30 Jun 2020 028-17557
13F-HR Open Document Open Filing 20 Apr 2020 31 Mar 2020 028-17557
13F-HR Open Document Open Filing 29 Jan 2020 31 Dec 2019 028-17557
13F-HR Open Document Open Filing 24 Oct 2019 30 Sep 2019 028-17557
13F-HR Open Document Open Filing 29 Jul 2019 30 Jun 2019 028-17557
13F-HR Open Document Open Filing 23 Apr 2019 31 Mar 2019 028-17557
13F-HR Open Document Open Filing 28 Jan 2019 31 Dec 2018 028-17557
13F-HR Open Document Open Filing 14 Nov 2018 30 Sep 2018 028-17557
13F-HR/A Open Document Open Filing 07 Aug 2018 30 Jun 2018 028-17557
13F-HR Open Document Open Filing 07 Aug 2018 30 Jun 2018 028-17557
13F-HR Open Document Open Filing 08 May 2018 31 Mar 2018 028-17557
13F-HR Open Document Open Filing 14 Feb 2018 31 Dec 2017 028-17557
13F-HR Open Document Open Filing 08 Nov 2017 30 Sep 2017 028-17557
13F-HR Open Document Open Filing 01 Aug 2017 30 Jun 2017 028-17557
13F-HR Open Document Open Filing 04 May 2017 31 Mar 2017 028-17557
13F-HR Open Document Open Filing 07 Feb 2017 31 Dec 2016 028-17557
13F-HR Open Document Open Filing 14 Nov 2016 30 Sep 2016 028-17557