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Comprehensive Wealth Management, LLC: ANGL position timeline

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

Comprehensive Wealth Management, LLC held 72,820 ANGL 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 72,820 shares
    Change vs previous 13F -13,087 shares

    0.97% of the 13F portfolio, value $2,129,257.

    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 85,907 shares
    Change vs previous 13F +8,936 shares

    1.25% of the 13F portfolio, value $2,467,249.

    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 76,971 shares
    Change vs previous 13F +14,443 shares

    1.33% of the 13F portfolio, value $2,260,254.

    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 62,528 shares
    Change vs previous 13F +25,020 shares

    1.32% of the 13F portfolio, value $1,858,957.

    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 37,508 shares
    Change vs previous 13F +10,938 shares

    0.88% of the 13F portfolio, value $1,098,234.

    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 26,570 shares
    Change vs previous 13F +8,857 shares

    0.53% of the 13F portfolio, value $766,810.

    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).

  7. period ended2024-12-31
    13F 17,713 shares
    Change vs previous 13F +2,478 shares

    0.38% of the 13F portfolio, value $507,832.

    13F-HR 0001535202-25-000001 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).

  8. period ended2024-09-30
    13F 15,235 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $448,061.

    13F-HR 0001535202-24-000018 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).