Skip to content
Disclosery

Comprehensive Financial Management LLC: IWN position timeline

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

Comprehensive Financial Management LLC held 230,481 IWN shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 230,481 shares
    Change vs previous 13F 0 shares

    1.67% of the 13F portfolio, value $50,982,397.

    13F-HR 0001172661-26-003450 filed by Comprehensive Financial Management LLC
    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 230,481 shares
    Change vs previous 13F 0 shares

    1.45% of the 13F portfolio, value $43,696,893.

    13F-HR 0001172661-26-002088 filed by Comprehensive Financial Management LLC
    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 230,481 shares
    Change vs previous 13F 0 shares

    1.26% of the 13F portfolio, value $41,765,462.

    13F-HR 0001172661-26-000971 filed by Comprehensive Financial Management 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 230,481 shares
    Change vs previous 13F 0 shares

    1.13% of the 13F portfolio, value $40,751,346.

    13F-HR 0001172661-25-004942 filed by Comprehensive Financial Management 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 230,481 shares
    Change vs previous 13F 0 shares

    1.01% of the 13F portfolio, value $36,360,683.

    13F-HR 0001172661-25-003056 filed by Comprehensive Financial Management 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 230,481 shares
    Change vs previous 13F 0 shares

    1.1% of the 13F portfolio, value $34,798,021.

    13F-HR 0001172661-25-002099 filed by Comprehensive Financial Management 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 230,481 shares
    Change vs previous 13F 0 shares

    1.04% of the 13F portfolio, value $37,838,066.

    13F-HR 0001172661-25-000883 filed by Comprehensive Financial Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 230,481 shares
    Change vs previous 13F not available

    1.07% of the 13F portfolio, value $38,448,840.

    13F-HR 0001172661-24-004925 filed by Comprehensive Financial Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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