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Comprehensive Money Management Services LLC: CRESY position timeline

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

Comprehensive Money Management Services LLC held 81,998 CRESY shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 81,998 shares
    Change vs previous 13F -685 shares

    0.58% of the 13F portfolio, value $919,201.

    13F-HR 0002058921-26-000003 filed by Comprehensive Money Management Services 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 82,683 shares
    Change vs previous 13F +480 shares

    0.69% of the 13F portfolio, value $1,051,736.

    13F-HR 0002058921-26-000002 filed by Comprehensive Money Management Services 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 82,203 shares
    Change vs previous 13F +1,522 shares

    0.72% of the 13F portfolio, value $1,038,228.

    13F-HR 0002058921-26-000001 filed by Comprehensive Money Management Services 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 80,681 shares
    Change vs previous 13F -3,385 shares

    0.53% of the 13F portfolio, value $742,265.

    13F-HR 0002058921-25-000009 filed by Comprehensive Money Management Services 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 84,066 shares
    Change vs previous 13F +1,124 shares

    0.69% of the 13F portfolio, value $904,558.

    13F-HR 0002058921-25-000004 filed by Comprehensive Money Management Services 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 82,942 shares
    Change vs previous 13F +6,486 shares

    0.74% of the 13F portfolio, value $916,509.

    13F-HR 0002058921-25-000003 filed by Comprehensive Money Management Services 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 76,456 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $965,639.

    13F-HR 0002058921-25-000002 filed by Comprehensive Money Management Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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