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Comprehensive Money Management Services LLC: SCHC position timeline

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

Comprehensive Money Management Services LLC held 6,530 SCHC 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 6,530 shares
    Change vs previous 13F +100 shares

    0.2% of the 13F portfolio, value $314,224.

    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 6,430 shares
    Change vs previous 13F +940 shares

    0.2% of the 13F portfolio, value $300,538.

    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 5,490 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $249,960.

    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 5,490 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $249,850.

    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 5,490 shares
    Change vs previous 13F -900 shares

    0.18% of the 13F portfolio, value $233,819.

    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 6,390 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $229,273.

    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 6,390 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $219,369.

    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).