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Comprehensive Wealth Management, LLC: HEZU position timeline

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

Comprehensive Wealth Management, LLC held 32,708 HEZU 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 32,708 shares
    Change vs previous 13F -7,712 shares

    0.75% of the 13F portfolio, value $1,640,401.

    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 40,420 shares
    Change vs previous 13F +1,895 shares

    0.89% of the 13F portfolio, value $1,766,354.

    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 38,525 shares
    Change vs previous 13F +3,591 shares

    0.99% of the 13F portfolio, value $1,685,854.

    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 34,934 shares
    Change vs previous 13F +8,828 shares

    1.04% of the 13F portfolio, value $1,472,957.

    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 26,106 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $1,071,129.

    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).