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Comprehensive Wealth Management, LLC: FLBL position timeline

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

Comprehensive Wealth Management, LLC held 48,917 FLBL 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 48,917 shares
    Change vs previous 13F -14,509 shares

    0.51% of the 13F portfolio, value $1,121,178.

    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 63,426 shares
    Change vs previous 13F +6,698 shares

    0.74% of the 13F portfolio, value $1,458,798.

    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 56,728 shares
    Change vs previous 13F +10,025 shares

    0.78% of the 13F portfolio, value $1,328,570.

    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 46,703 shares
    Change vs previous 13F +16,010 shares

    0.8% of the 13F portfolio, value $1,121,806.

    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 30,693 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $743,691.

    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).