Connecticut Wealth Management, LLC
Position in CSL — Carlisle Companies Inc
CIK 1689829
FARMINGTON, CT
Position in CSL
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$417,162
+$33,499 QoQ
Shares Held
1,150
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#494
of 792 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CSL Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026Connecticut Wealth Management, LLC holds $8,592,989 across 3 Building Products & Equipment names. CSL ranks #3 (4.9% of the industry book) .
All Filings in CSL
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $417,162 | 1,150 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $383,663 | 1,150 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $367,839 | 1,150 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $378,304 | 1,150 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $429,410 | 1,150 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $391,575 | 1,150 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $424,166 | 1,150 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $517,212 | 1,150 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $468,017 | 1,155 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $450,627 | 1,150 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $359,294 | 1,150 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $298,149 | 1,150 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $307,836 | 1,200 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $271,284 | 1,200 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $282,780 | 1,200 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $339,856 | 1,212 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $290,388 | 1,217 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $299,284 | 1,217 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $299,977 | 1,209 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $238,548 | 1,200 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $229,656 | 1,200 | Shares | Sole | 2021-07-29 | |
| No filing history on record for this holder in this stock. | ||||||