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Disclosery

Comprehensive Money Management Services LLC: WFG position timeline

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

Comprehensive Money Management Services LLC held 0 WFG shares at 2025-09-30 per its 13F-HR filed 2025-10-24.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -3,565 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-06-30
    13F 3,565 shares
    Change vs previous 13F -500 shares

    0.2% of the 13F portfolio, value $261,315.

    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).

  3. period ended2025-03-31
    13F 4,065 shares
    Change vs previous 13F +150 shares

    0.25% of the 13F portfolio, value $312,761.

    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).

  4. period ended2024-12-31
    13F 3,915 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $338,843.

    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).