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Comprehensive Money Management Services LLC: UTF position timeline

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

Comprehensive Money Management Services LLC held 10,891 UTF 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 10,891 shares
    Change vs previous 13F -315 shares

    0.19% of the 13F portfolio, value $300,483.

    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 11,206 shares
    Change vs previous 13F +550 shares

    0.19% of the 13F portfolio, value $290,011.

    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 10,656 shares
    Change vs previous 13F +455 shares

    0.18% of the 13F portfolio, value $256,916.

    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 10,201 shares
    Change vs previous 13F -1,395 shares

    0.18% of the 13F portfolio, value $252,985.

    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 11,596 shares
    Change vs previous 13F +1,385 shares

    0.24% of the 13F portfolio, value $312,512.

    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 10,211 shares
    Change vs previous 13F +535 shares

    0.21% of the 13F portfolio, value $260,891.

    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 9,676 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $232,611.

    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).