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Disclosery

Comprehensive Money Management Services LLC: USRT position timeline

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

Comprehensive Money Management Services LLC held 38,419 USRT 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 38,419 shares
    Change vs previous 13F +253 shares

    1.61% of the 13F portfolio, value $2,552,943.

    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 38,166 shares
    Change vs previous 13F +225 shares

    1.48% of the 13F portfolio, value $2,259,046.

    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 37,941 shares
    Change vs previous 13F +8 shares

    1.49% of the 13F portfolio, value $2,161,130.

    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 37,933 shares
    Change vs previous 13F +1,093 shares

    1.58% of the 13F portfolio, value $2,227,402.

    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 36,840 shares
    Change vs previous 13F +866 shares

    1.58% of the 13F portfolio, value $2,083,650.

    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 35,974 shares
    Change vs previous 13F +397 shares

    1.67% of the 13F portfolio, value $2,072,090.

    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 35,577 shares
    Change vs previous 13F not available

    1.68% of the 13F portfolio, value $2,038,930.

    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).