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CIK 0001689829 • 7 13F filings • May 15, 2025 – Oct 13, 2026
Import this data to Google Sheets with:
=jivedata("connecticut-wealth-management-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| 13F-HR |
| 0001214659-25-016356 |
| $2.25B |
| View |
| Jul 29, 2026 | Q2 2026 | 13F-HR | 0001689829-26-000003 | $2.70B | View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001214659-25-012283 | $2.10B | View |
| May 1, 2026 | Q1 2026 | 13F-HR | 0001214659-26-005373 | $2.39B | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0001689829-25-000002 | $1.91B | View |