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Comprehensive Wealth Management, LLC: LKOR position timeline

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

Comprehensive Wealth Management, LLC held 50,711 LKOR 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 50,711 shares
    Change vs previous 13F -32,290 shares

    0.97% of the 13F portfolio, value $2,126,566.

    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 83,001 shares
    Change vs previous 13F +9,444 shares

    1.75% of the 13F portfolio, value $3,460,079.

    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 73,557 shares
    Change vs previous 13F +12,849 shares

    1.84% of the 13F portfolio, value $3,122,421.

    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 60,708 shares
    Change vs previous 13F +23,266 shares

    1.87% of the 13F portfolio, value $2,638,643.

    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 37,442 shares
    Change vs previous 13F +13,218 shares

    1.28% of the 13F portfolio, value $1,588,945.

    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 24,224 shares
    Change vs previous 13F +8,209 shares

    0.72% of the 13F portfolio, value $1,028,239.

    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 16,015 shares
    Change vs previous 13F +2,723 shares

    0.5% of the 13F portfolio, value $671,512.

    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 13,292 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $605,716.

    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).