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Comprehensive Wealth Management, LLC: LGOV position timeline

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

Comprehensive Wealth Management, LLC held 168,729 LGOV 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 168,729 shares
    Change vs previous 13F -89,285 shares

    1.65% of the 13F portfolio, value $3,610,801.

    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 258,014 shares
    Change vs previous 13F -884,250 shares

    2.81% of the 13F portfolio, value $5,565,362.

    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 1,142,264 shares
    Change vs previous 13F -309,047 shares

    14.71% of the 13F portfolio, value $24,935,623.

    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 1,451,311 shares
    Change vs previous 13F -128,671 shares

    22.38% of the 13F portfolio, value $31,566,014.

    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 1,579,982 shares
    Change vs previous 13F +1,138,139 shares

    27.26% of the 13F portfolio, value $33,843,214.

    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 441,843 shares
    Change vs previous 13F not available

    6.61% of the 13F portfolio, value $9,499,625.

    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).