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Comprehensive Money Management Services LLC: SPDW position timeline

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

Comprehensive Money Management Services LLC held 44,039 SPDW 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 44,039 shares
    Change vs previous 13F -1,558 shares

    1.4% of the 13F portfolio, value $2,219,125.

    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 45,597 shares
    Change vs previous 13F -595 shares

    1.37% of the 13F portfolio, value $2,081,503.

    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 46,192 shares
    Change vs previous 13F -110 shares

    1.41% of the 13F portfolio, value $2,051,387.

    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 46,302 shares
    Change vs previous 13F -285 shares

    1.4% of the 13F portfolio, value $1,981,263.

    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 46,587 shares
    Change vs previous 13F -665 shares

    1.43% of the 13F portfolio, value $1,886,308.

    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 47,252 shares
    Change vs previous 13F +1,000 shares

    1.39% of the 13F portfolio, value $1,720,445.

    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 46,252 shares
    Change vs previous 13F not available

    1.3% of the 13F portfolio, value $1,578,581.

    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).