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Comprehensive Wealth Management, LLC: KORP position timeline

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

Comprehensive Wealth Management, LLC held 20,651 KORP 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 20,651 shares
    Change vs previous 13F -46,354 shares

    0.44% of the 13F portfolio, value $967,499.

    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 67,005 shares
    Change vs previous 13F -275,386 shares

    1.58% of the 13F portfolio, value $3,123,103.

    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 342,391 shares
    Change vs previous 13F -113,537 shares

    9.54% of the 13F portfolio, value $16,177,975.

    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 455,928 shares
    Change vs previous 13F -67,032 shares

    15.39% of the 13F portfolio, value $21,702,173.

    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 522,960 shares
    Change vs previous 13F not available

    19.82% of the 13F portfolio, value $24,615,727.

    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).