Position in IT
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$289,052
-$339,716 QoQ
Shares Held
2,230
-43.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#396
of 647 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IT Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Connecticut Wealth Management, LLC holds $5,101,545 across 4 Information Technology Services names. IT ranks #3 (5.7% of the industry book) .
All Filings in IT
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $289,052 | 2,230 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $628,768 | 3,971 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,398,135 | 5,542 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,405,303 | 5,346 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,837,584 | 4,546 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,908,138 | 4,546 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,230,499 | 4,604 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $2,319,947 | 4,578 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,055,796 | 4,578 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||