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Comprehensive Wealth Management, LLC: GDX position timeline

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

Comprehensive Wealth Management, LLC held 81,699 GDX 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 81,699 shares
    Change vs previous 13F +11,074 shares

    2.82% of the 13F portfolio, value $6,164,190.

    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 70,625 shares
    Change vs previous 13F -9,129 shares

    3.28% of the 13F portfolio, value $6,481,256.

    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 79,754 shares
    Change vs previous 13F +53,295 shares

    4.04% of the 13F portfolio, value $6,840,501.

    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 26,459 shares
    Change vs previous 13F -3,138 shares

    1.43% of the 13F portfolio, value $2,021,468.

    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 29,597 shares
    Change vs previous 13F -1,639 shares

    1.24% of the 13F portfolio, value $1,540,820.

    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 31,236 shares
    Change vs previous 13F -2,903 shares

    1% of the 13F portfolio, value $1,435,919.

    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 34,139 shares
    Change vs previous 13F +15,662 shares

    0.87% of the 13F portfolio, value $1,157,653.

    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 18,477 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $735,754.

    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).