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Aletheian Wealth Advisors LLC: COMT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Aletheian Wealth Advisors LLC on COMT, newest first. How the timeline and the estimate are built.

Aletheian Wealth Advisors LLC held 63,181 COMT shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 63,181 shares
    Change vs previous 13F +808 shares

    0.94% of the 13F portfolio, value $2,328,852.

    13F-HR 0002085853-26-001109 filed by Aletheian Wealth Advisors LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 62,373 shares
    Change vs previous 13F +684 shares

    0.81% of the 13F portfolio, value $1,894,268.

    13F-HR 0002085853-26-000663 filed by Aletheian Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 61,689 shares
    Change vs previous 13F +414 shares

    1.02% of the 13F portfolio, value $2,085,705.

    13F-HR 0002085853-26-000305 filed by Aletheian Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 61,275 shares
    Change vs previous 13F +1,757 shares

    0.76% of the 13F portfolio, value $1,645,234.

    13F-HR 0002085853-25-000252 filed by Aletheian Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 59,518 shares
    Change vs previous 13F +13,914 shares

    0.76% of the 13F portfolio, value $1,538,540.

    13F-HR 0001667731-25-000729 filed by Aletheian Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 45,604 shares
    Change vs previous 13F +6,542 shares

    0.68% of the 13F portfolio, value $1,207,138.

    13F-HR 0001667731-25-000380 filed by Aletheian Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 39,062 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $988,659.

    13F-HR 0001667731-25-000272 filed by Aletheian Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).