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Comprehensive Wealth Management, LLC: ADIV position timeline

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

Comprehensive Wealth Management, LLC held 2,019,643 ADIV shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,019,643 shares
    Change vs previous 13F +84,626 shares

    17.15% of the 13F portfolio, value $37,543,144.

    13F-HR 0001535202-26-000003 filed by Comprehensive Wealth Management, 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 1,935,017 shares
    Change vs previous 13F +1,009,235 shares

    17.21% of the 13F portfolio, value $34,046,626.

    13F-HR 0001535202-26-000002 filed by Comprehensive Wealth Management, 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 925,782 shares
    Change vs previous 13F +510,154 shares

    9.9% of the 13F portfolio, value $16,784,428.

    13F-HR 0001535202-26-000001 filed by Comprehensive Wealth Management, 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 415,628 shares
    Change vs previous 13F +129,762 shares

    5.34% of the 13F portfolio, value $7,525,278.

    13F-HR 0001535202-25-000007 filed by Comprehensive Wealth Management, 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 285,866 shares
    Change vs previous 13F +133,254 shares

    4.06% of the 13F portfolio, value $5,039,818.

    13F-HR 0001535202-25-000003 filed by Comprehensive Wealth Management, 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 152,612 shares
    Change vs previous 13F not available

    1.63% of the 13F portfolio, value $2,347,463.

    13F-HR 0001535202-25-000002 filed by Comprehensive Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).