Skip to content
Disclosery

Comprehensive Wealth Management, LLC: HSCZ position timeline

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

Comprehensive Wealth Management, LLC held 83,898 HSCZ 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 83,898 shares
    Change vs previous 13F -16,359 shares

    1.65% of the 13F portfolio, value $3,605,936.

    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 100,257 shares
    Change vs previous 13F +3,400 shares

    2.01% of the 13F portfolio, value $3,977,697.

    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 96,857 shares
    Change vs previous 13F +7,891 shares

    2.22% of the 13F portfolio, value $3,768,929.

    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 88,966 shares
    Change vs previous 13F +17,347 shares

    2.37% of the 13F portfolio, value $3,346,874.

    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 71,619 shares
    Change vs previous 13F -10,207 shares

    2.05% of the 13F portfolio, value $2,546,055.

    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 81,826 shares
    Change vs previous 13F -18,163 shares

    1.83% of the 13F portfolio, value $2,634,797.

    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 99,989 shares
    Change vs previous 13F +25,548 shares

    2.39% of the 13F portfolio, value $3,200,648.

    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 74,441 shares
    Change vs previous 13F not available

    1.58% of the 13F portfolio, value $2,432,129.

    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).