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Comprehensive Wealth Management, LLC: HDG position timeline

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

Comprehensive Wealth Management, LLC held 27,314 HDG 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 27,314 shares
    Change vs previous 13F +8,741 shares

    0.68% of the 13F portfolio, value $1,494,650.

    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 18,573 shares
    Change vs previous 13F -6,126 shares

    0.48% of the 13F portfolio, value $957,399.

    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 24,699 shares
    Change vs previous 13F -1,154 shares

    0.75% of the 13F portfolio, value $1,273,727.

    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 25,853 shares
    Change vs previous 13F -1,797 shares

    0.94% of the 13F portfolio, value $1,320,608.

    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 27,650 shares
    Change vs previous 13F -6,389 shares

    1.1% of the 13F portfolio, value $1,369,576.

    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 34,039 shares
    Change vs previous 13F +844 shares

    1.15% of the 13F portfolio, value $1,659,605.

    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 33,195 shares
    Change vs previous 13F -413 shares

    1.23% of the 13F portfolio, value $1,639,116.

    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 33,608 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $1,675,729.

    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).