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Comprehensive Wealth Management, LLC: PFXF position timeline

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

Comprehensive Wealth Management, LLC held 0 PFXF shares at 2025-06-30 per its 13F-HR filed 2025-08-11.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -2,137,955 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-03-31
    13F 2,137,955 shares
    Change vs previous 13F -68,173 shares

    24.93% of the 13F portfolio, value $35,832,126.

    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).

  3. period ended2024-12-31
    13F 2,206,128 shares
    Change vs previous 13F -44,896 shares

    28.45% of the 13F portfolio, value $38,055,708.

    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).

  4. period ended2024-09-30
    13F 2,251,024 shares
    Change vs previous 13F not available

    26.72% of the 13F portfolio, value $41,103,698.

    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).