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Comprehensive Wealth Management, LLC: HTUS position timeline

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

Comprehensive Wealth Management, LLC held 150,048 HTUS 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 150,048 shares
    Change vs previous 13F -10,646 shares

    3.01% of the 13F portfolio, value $6,579,605.

    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 160,694 shares
    Change vs previous 13F +107,221 shares

    3.1% of the 13F portfolio, value $6,133,690.

    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 53,473 shares
    Change vs previous 13F +8,775 shares

    1.25% of the 13F portfolio, value $2,122,878.

    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 44,698 shares
    Change vs previous 13F +16,389 shares

    1.35% of the 13F portfolio, value $1,906,817.

    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 28,309 shares
    Change vs previous 13F +14,657 shares

    0.91% of the 13F portfolio, value $1,129,883.

    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 13,652 shares
    Change vs previous 13F +4,228 shares

    0.35% of the 13F portfolio, value $497,342.

    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 9,424 shares
    Change vs previous 13F +1,236 shares

    0.27% of the 13F portfolio, value $358,772.

    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 8,188 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $359,989.

    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).