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Comprehensive Financial Consultants Institutional, Inc.: IWM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Comprehensive Financial Consultants Institutional, Inc. on IWM, newest first. How the timeline and the estimate are built.

Comprehensive Financial Consultants Institutional, Inc. held 13,857 IWM shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,857 shares
    Change vs previous 13F -17 shares

    1.1% of the 13F portfolio, value $4,163,336.

    13F-HR 0001172661-26-002619 filed by Comprehensive Financial Consultants Institutional, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 13,874 shares
    Change vs previous 13F +3,191 shares

    1.02% of the 13F portfolio, value $3,440,752.

    13F-HR 0001172661-26-001625 filed by Comprehensive Financial Consultants Institutional, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 10,683 shares
    Change vs previous 13F +1,174 shares

    0.79% of the 13F portfolio, value $2,629,727.

    13F-HR 0001172661-26-000391 filed by Comprehensive Financial Consultants Institutional, Inc.
    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 9,509 shares
    Change vs previous 13F +6,816 shares

    0.71% of the 13F portfolio, value $2,300,798.

    13F-HR 0001172661-25-004303 filed by Comprehensive Financial Consultants Institutional, Inc.
    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 2,693 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $581,122.

    13F-HR 0001172661-25-002670 filed by Comprehensive Financial Consultants Institutional, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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