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Comprehensive Money Management Services LLC: SCHP position timeline

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

Comprehensive Money Management Services LLC held 90,456 SCHP 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 90,456 shares
    Change vs previous 13F +17,889 shares

    1.51% of the 13F portfolio, value $2,397,084.

    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 72,567 shares
    Change vs previous 13F +1,560 shares

    1.27% of the 13F portfolio, value $1,931,008.

    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 71,007 shares
    Change vs previous 13F +740 shares

    1.3% of the 13F portfolio, value $1,880,975.

    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 70,267 shares
    Change vs previous 13F +2,245 shares

    1.34% of the 13F portfolio, value $1,893,696.

    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 68,022 shares
    Change vs previous 13F +8,270 shares

    1.38% of the 13F portfolio, value $1,814,827.

    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 59,752 shares
    Change vs previous 13F +4,000 shares

    1.3% of the 13F portfolio, value $1,606,731.

    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 55,752 shares
    Change vs previous 13F not available

    1.19% of the 13F portfolio, value $1,440,074.

    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).