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Comprehensive Wealth Management, LLC: REET position timeline

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

Comprehensive Wealth Management, LLC held 47,737 REET 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 47,737 shares
    Change vs previous 13F +2,914 shares

    0.6% of the 13F portfolio, value $1,318,496.

    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 44,823 shares
    Change vs previous 13F +3,190 shares

    0.57% of the 13F portfolio, value $1,127,298.

    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 41,633 shares
    Change vs previous 13F +6,010 shares

    0.61% of the 13F portfolio, value $1,038,743.

    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 35,623 shares
    Change vs previous 13F +9,382 shares

    0.65% of the 13F portfolio, value $910,524.

    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 26,241 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $648,153.

    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).