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Comprehensive Wealth Management, LLC: EDIV position timeline

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

Comprehensive Wealth Management, LLC held 690,557 EDIV 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 690,557 shares
    Change vs previous 13F +52,194 shares

    12.92% of the 13F portfolio, value $28,283,489.

    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 638,363 shares
    Change vs previous 13F +295,904 shares

    12.74% of the 13F portfolio, value $25,202,571.

    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 342,459 shares
    Change vs previous 13F +170,273 shares

    7.91% of the 13F portfolio, value $13,407,270.

    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 172,186 shares
    Change vs previous 13F +62,814 shares

    4.74% of the 13F portfolio, value $6,689,426.

    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 109,372 shares
    Change vs previous 13F +65,125 shares

    3.36% of the 13F portfolio, value $4,169,261.

    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 44,247 shares
    Change vs previous 13F not available

    1.1% of the 13F portfolio, value $1,579,618.

    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).